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Feb 16, 2018 | Stephen Groff

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Feb 06, 2018 | Geoff Scott

The recent sell-off has been swift and has taken equity markets lower throughout the world. Although it is difficult to pinpoint its exact trigger ? rising inflation expectations are initially being identified as the culprit ? we remain focused on executing our investment process and identifying attractive risk/reward opportunities in the market. ... read more

Feb 02, 2018 | Robert Swanson

When speaking at meetings with clients and advisors, the topic of the Cambridge Asset Allocation Corporate Class (CAA) performance and positioning invariably comes up.... read more

Jan 29, 2018 | Greg Dean

2017 was a very transformative year for investor psychology, in my opinion. The lingering fears of the Great Recession finally began to fade, and for the first time I would characterize the behaviour of market participants and the average investor as ?risk-seeking? and no longer ?risk-avoiding.? ... read more

Jan 05, 2018 | Stephen Groff

For lower risk mandates such as the Cambridge dividend suite and Cambridge Asset Allocation, protecting capital from permanent impairment is the primary objective. While this does not mean being immune to market volatility (they are not), it does mean extra emphasis must be placed on focusing on the downside.... read more