"...emerging markets will grow faster than the
developed world for decades to come."

Gideon Rachman, The Financial Times

Building Corridors to the Future in Pakistan

Pakistan is an example of a country many investors have shunned due to negative news and perceptions, but our take is that often things aren’t always as sensational as may be reported. We do know that we have found some

Read More

On Market Corrections, and Keeping a Calm Head

The global markets have experienced a late summer swoon, blamed on factors including concerns about slowing growth in China and the impact of a potential increase in US interest rates this autumn. Whatever the reason, we think it is important

Read More

China’s Currency Moves

After a volatile month for China’s stock market in July, currency moves made news in August. On August 11, the People’s Bank of China (PBOC) made an adjustment that sent the yuan to its lowest rate in three years versus

Read More

Iran: Open for Business?

After years of negotiations, there has been a recent breakthrough between Iran, the United States and other world powers about Iran’s nuclear program. While the deal certainly was controversial, and is still under debate in the United States, strictly from

Read More

The Risk of Having a Home Country Bias

Canadian investors have historically maintained a home country bias on the belief that domestic companies will perform better than foreign companies and that foreign companies are riskier than domestic companies. The home country bias is particularly evident when it comes

Read More