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INSIGHTS & THOUGHT LEADERSHIP

REDWOOD BLOG | Nov 13, 2017

Avoiding Behavioral Pitfalls

Avoiding Behavioral Pitfalls Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata “The investor’s chief problem – and even his worst enemy – is likely to be himself” – Ben Graham Investing is not easy. If you are an active investor, directly involved in the investment process, it requires an immense amount of work. Picking investments, […]

REDWOOD BLOG | Nov 6, 2017

CFOs Loosening Purse Strings

CFOs Loosening Purse Strings Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata The economy is made up of many moving parts including consumer spending, government spending, net exports and investments. For the U.S., and Canada for that matter, consumer spending is the biggest piece of the equation. General rule of thumb is consumer spending makes […]

REDWOOD BLOG | Oct 30, 2017

Active vs Passive: When, Where and Why to be Which

Active vs Passive: When, Where and Why to be Which Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata In 1950, 90% of U.S. stocks were owned directly by households, with the rest owned by international investors and funds. During the 1970s and 80s, pension and government retirement assets ballooned, reducing households to about 55%. In […]

REDWOOD BLOG | Oct 23, 2017

When is a sell really a buy

When is a sell really a buy Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata Many investors agree, it is best to be a contrarian when it comes to making money. Betting against the herd is often a more profitable endeavour than simply following the crowd. The reasoning is pretty straight forward, if everyone likes […]

REDWOOD BLOG | Oct 16, 2017

The Sweet Spot

The Sweet Spot Craig Basinger, CFA The current market cycle started back in early 2009 and has been chugging along for 8 ¼ years. While it has not been smooth sailing as both Europe and Japan briefly dipped back into recessions earlier in the recovery, the recovery has nonetheless plodded along, healing the wounds from […]

REDWOOD BLOG | Oct 10, 2017

Financial Gravity

Financial Gravity Craig Basinger, CFA After the apple hit Sir Isaac Newton’s noggin, he, and subsequently the rest of the world, understood gravity – what goes up must come down. There is also a form of gravity in the financial markets, which often goes by the adage ‘mean reversion’. While it may not be as […]

REDWOOD BLOG | Oct 5, 2017

Core Income Refresh Part 4 Consumer Sectors & Health Care

Core Income Refresh Part 4 Consumer Sectors & Health Care Chris Kerlow, CFA his is the fourth and final edition of the Core Income Refresh series. This week, we shift our focus to the Consumer Staples, Discretionary and Health Care sectors. The headlines have not been favourable in regards to the group. Big-box retail is […]

REDWOOD BLOG | Oct 5, 2017

Core Income Refresh – Part 3 Industrials & Technology

Core Income Refresh – Part 3 Industrials & Technology Chris Kerlow, CFA Innovation and technological advancements are changing the world as we know it. These trends are unlikely to fade anytime soon as the internet of things connects more people and devices across the globe. It is not only a privilege to live in these […]

REDWOOD BLOG | Oct 5, 2017

Market Ethos: Core Income Refresh – Part 1 Rate Sensitives

Core Income Refresh – Part 1 Rate Sensitives Chris Kerlow, CFA Anchoring bias and regret aversion bias are two behavioural investment biases that can impact how an investor views existing holdings or positions. These can lead to preconceived notions or views on a company enduring, even when the available information has changed. Or the desire […]

REDWOOD BLOG | Oct 5, 2017

Market Ethos: Core Income Refresh – Part 2 Commodities

Core Income Refresh – Part 2 Commodities Chris Kerlow, CFA In the second edition of the Core Income Refresh series we examine the Commodity sectors, both of which are very sensitive to economic conditions. These sectors tend to outperform during the late stages of an economic expansion, which happens to be where we are right […]