2017

January

Cambridge Blogs

Why we are not owners of Canadian banks today – January 19, 2017– Stephen Groff
Is what you’re reading biased? – January 5, 2017 – Stephen Groff

Signature Blogs

Fixed income – The year ahead and how we plan to manage it – January 30, 2017 – Kamyar Hazaveh
Regime Change 2.0 Signature Blogs – January 16, 2017 – Eric Bushell

2016

December

Cambridge Blogs

Looking back on 2016 – December 22, 2016 – Brandon Snow
Quick thought on a broken trend line – December 15, 2016 – Greg Dean
A chat with our financials analyst – December 8, 2016 – Brandon Snow

Signature Blogs

Global fixed income – our latest thoughts and strategy updates – December 8, 2016 – Kamyar Hazaveh

November

Cambridge Blogs

Opportunities in Japan: lots of *potential* core companies – November 22, 2016 – Brandon Snow
A follow up on low volatility – no longer momentum! – November 17, 2016 – Stephen Groff
Our thoughts on the Trump win – November 9, 2016 – Brandon Snow
A chat with our healthcare analyst – November 8, 2016 – Brandon Snow

Signature Blogs

From the desk of Eric Bushell: Putting it all together – November 25, 2016 – Eric Bushell
Signature High Income Fund outlook and positioning – November 15, 2016 – Geofrey Marshall
And Now for Something Completely Different – November 9, 2016 – Eric Bushell
U.S. Presidential Election 2016: market implications and challenges post-election – November 5, 2016 – Jean-Philippe Bry

October

Cambridge Blogs

Why we take the time to visit companies – October 28, 2016 – Stephen Groff
Risk vs. reward: comments on corporate bonds – October 13, 2016 – Brandon Snow
"Time to invest in Canada?" – October 6, 2016 – Greg Dean

Signature Blogs

The case for REITs – October 25, 2016 – Joshua Varghese

September

Cambridge Blogs

Illuminations from Japan – back in the saddle after a great trip – September 29, 2016 – Brandon Snow
Safe is now risky – September 23, 2016 – Greg Dean
Waking up on the other side (of the world) – September 16 2016 – Brandon Snow
Our trader's insight on volatility – September 9 2016 – Stephen Groff
What fundamental analysis means (and why we are bad golfers) – September 1, 2016 – Stephen Groff

Signature Blogs

Regime change | PDF – September 22, 2016 – Eric Bushell
Tactical bond strategy update – September 12 2016 – Alexandra Florescu
Permian rocks! Oil bearing rocks that is... – September 4, 2016 – Hoa Hong

August

Cambridge Blogs

A few interesting charts – August 25, 2016 – Brandon Snow
Cambridge Canadian Equity Corporate Class: not chasing the herd – August 18, 2016 – Brandon Snow
China's internet – August 11, 2016 – Jordan McNamee

Signature Blogs

Signature Global Science & Technology Corporate Class update August 2016 – August 23, 2016 – Jeremy Yeung
Inflation protection in the fixed income markets – August 23, 2016 – Paul Borean
Global bond strategy update – August 5, 2016 – Alexandra Florescu

July

Cambridge Blogs

Mind the GAAP: how to avoid mistakes – July 28, 2016 – Brandon Snow
Is the market expensive? – July 21, 2016 – Brandon Snow
2016 half year review- growth funds – July 13, 2016 – Greg Dean
What downside protection means to us – July 7, 2016 – Brandon Snow

Signature Blogs

Adrenaline shot for capital markets – July 27, 2016 – Eric Bushell
The role of long bonds in return-seeking portfolios – July 19, 2016 – Kamyar Hazaveh

June

Cambridge Blogs

Cambridge’s summer reading list – June 21, 2016 – Stephen Groff
Brexit uncertainty = opportunity – June, 13 2016 – Brandon Snow
Some great quotes from a great leader – June 9, 2016 – Brandon Snow
Fundamental investing vs. speculating- a real life example – June 2, 2016 – Stephen Groff

Signature Blogs

Brexit wins as Britain score an unbelievable own goal in the revenge of the 95 percenters – June 28, 2016 – Jean Phillipe Bry
Brexit Update: markets begin to price some risk around a “leave” vote – June 16, 2016 – Jean Phillipe Bry

May

Cambridge Blogs

Best of the CI Spring roadshow – May 25, 2016 – Brandon Snow

Signature Blogs

Brexit: Much ado about something – May 30, 2016 – Jean Phillipe Bry

April

Cambridge Blogs

Follow up to our outlook on Brazil – April 20, 2016 – Greg Dean
A warm welcome to the newest member of our Cambridge team – April 15, 2016 – Stephen Groff
What’s old is new – April 1, 2016 – Greg Dean

March

Signature Blogs

Investing in an unforgiving world – March 30, 2016 – Kamyar Hazaveh

February

Cambridge Blogs

The Opposite of the “momentum trade”: where we see great opportunities – February 26, 2016 – Stephen Groff
The Momentum Trade and overpaying for certainty – February 24, 2016 – Brandon Snow

Signature Blogs

Currency management part one - reality check – February 10, 2016 – Matthew Strauss
Currency management part two - in a portfolio context – February 10, 2016 – Lorne Gavsie
Monetary policy: Quantitative easing and the race to the bottom – February 9, 2016 – Alexandra Florescu
Signature Tactical Bond Pool – Frequently Asked questions – February 8, 2016 – Fernanda Fenton

January

Cambridge Blogs

Happy New Year? – January 8, 2016 – Stephen Groff

Signature Blogs

High Yield Bonds – The Year Ahead – January 2016 – Geof Marshall

2015

December
Cambridge BlogsYear in reviewBrandon Snow
Cambridge BlogsMore support for active shareGreg Dean

November
Signature Blogs – Fixed income risk management - the morst important lesson – Kamyar Hazaveh
Signature Blogs – More runway less plane – Carlon Ling
Cambridge Blogs – Five charts on why dividend growth matters – Stephen Groff
Signature Fund Update – Portfolio protection strategy

October
Signature Blogs – Valeant: Trick or Treat? Out come the skeletons – Jeff Elliott
Signature Blogs – Trick or Treat 2: Can companies be un-analyzable? – Geofrey Marshall
Cambridge Blogs – Proof that management matters – Brandon Snow
Signature Market Commenary – Signature High Income Fund and Signature Diversified Yield II Fund

September
Signature Blogs – India deciphering – Matthew Strauss
Signature Blogs – Brazil’s downward path – Fernanda Fenton
Signature Blogs – Emerging Market rollercoaster – Matthew Strauss
Cambridge Blogs – Selectively putting cash to work – Stephen Groff
Cambridge Blogs – Brazil - patience and readiness – Greg Dean

August
Signature Blogs – Chinese yuan (CNY) move: devaluation or revaluation – Lorne Gavsie
Cambridge Blogs – Thinking through volatility in ETFs and financial markets – Danesh Rohinton
Cambridge Blogs – Update on areas of risk and Cambridge Dividend Fund positioning – Stephen Groff
Cambridge Blogs – Currency confusion: it’s all relative – Brandon Snow

July
Cambridge Blogs – Mid-year review: the more things stay the same, the more they change – Brandon Snow
Signature Blogs – Asset allocation alpha in Signature’s fixed income – Kamyar Hazaveh
Signature Market Commenary – Thoughts on the Greek debt crisis – Eric Bushell, CFA

June
Cambridge Blogs – Thinking through the Chinese savings system – Danesh Rohinton
Signature Market Commenary – Signature High Yield Bond II Fund – Geof Marshall, CFA

May
Cambridge Blogs Fund update and European trip recap – Greg Dean
Signature Blogs Interest rates back to year highs – Kamyar Hazaveh
Signature Blogs Signature energy outlook –Bob Lyon

April
Cambridge Blogs Thoughts on negative interest rates – Brandon Snow
Signature Blogs Alzheimer’s disease – huge unmet need, signs of hope – Jeff Elliott

March
Cambridge Blogs – Preparing for a bumpier ride going forward – Greg Dean
Cambridge Blogs A new (pure USD) version of the Cambridge U.S. Dividend Fund: Cambridge U.S. Dividend US$ Fund – Stephen Groff

February
Signature Blogs – The value of portfolio construction in fixed income – Kamyar Hazaveh
Cambridge Blogs – What we can learn from successful companies – Stephen Groff

January
Signature Blogs – The 2015 Consumer Electronic Show – Jeremy Yeung
Cambridge Blogs – The passive approach: buyer beware – Brandon Snow
Cambridge Blogs – 2015 portfolio update – Brandon Snow

2014

December
Cambridge Blogs – Why active management matters in the dividend investing world – December 2014
Cambridge Blogs – Understanding business models and the importance of capital allocation – December 2014

November
Signature Blogs – China: new opportunities and a deepening understanding – November 2014
Cambridge Blogs – Lower oil prices - the flipside of the coin – November 2014
Cambridge Blogs – What we have been up to during all of this volatility... – November 2014

October
Signature Blogs – The most significant development in credit markets... maybe – October 2014
Cambridge Blogs –Continuity and scalability – October 2014
Signature Blogs – A comment on recent market volatility – October 2014
Cambridge Blogs – Cambridge Growth Companies Corporate Class – October 2014

September
Signature Blogs – JP Morgan LatAM Conference -- Brazil – September 2014
Signature Blogs – Big bad BABA: The rise of Alibaba in China – September 2014
Signature Blogs – Central banks were busy in the summer – September 2014
Signature Blogs – Asian Consumer Trip – September 2014
Cambridge Blogs – Trucking Along ot Find Ideas – Part II – September 2014
Cambridge Blogs – The Cambridge Approach to Fixed Income – September 2014
Cambridge Blogs – Portfolio Update – September 2014

August
Cambridge Blogs – Investing with Honor – August 2014

July
Signature Blogs – The relentless bond rally -- mid-year review and update – July 2014
Cambridge Blogs – Everyone asks about my biggest fear... – July 2014
Cambridge Blogs – U.S. equity valuation and implied returns – July 2014
Cambridge Blogs – Why active share will matter even more going forward... – July 2014

June
Signature Blogs – The "Great Wall" – June 2014
Signature Blogs – Bowling with bumpers – June 2014
Signature Blogs – Provincial Bonds in Canada ahead of Ontario elections – June 2014
Signature Blogs – India, after the elections – June 2014
Cambridge Blogs – Cash is offence, stock picking is defense – June 2014

May
Cambridge Blogs – Looking for a margin of safety – May 2014
Cambridge Blogs – The Quality of Returns Matter – May 2014

April
Signature Global Roadmap - Welcome to normal – April 2014
Signature Market Roundup - April 2014
Signature Blogs – Beijing Auto show - April 2014
Signature Blogs – Adding Value in Fixed Income – Our Investment Philosophy – April 2014
Signature Blogs – "End of Super Cycle" - April 2014
Signature Blogs – Federal Open Market Committee minutes and the U.S. economy - April 2014
Signature Blogs – Signature Corporate Bond Fund update - April 2014
Signature Blogs – Canadian health care – a promise unfulfilled - April 2014
Cambridge Blogs – Active Share. The Results are In – April 2014
Cambridge Blogs – Sharpening Our Views on Income – April 2014

March
Signature Blogs – It's March Madness Time Again ... for the Global Telecommunication Sector - March 2014
Signature Blogs – 24 hours is a long time in the Ukraine crisis- March 2014
Signature Blogs – Update from the JP Morgan High Yield Bond Conference- March 2014
Signature Blogs – Thoughts on the crisis in Ukraine- March 2014
Cambridge Blogs – Approaching Income Differently – March 2014
Cambridge Blogs – Interesting Friday Read – March 2014
Cambridge Blogs – Momentary Pause for Reflection – March 2014
Cambridge Blogs – Update from conference in Orlando – March 2014

February
Signature Blogs – Bad Weather Reduces Economic Visibility- February 2014
Signature Blogs – Views from the Road: China & Japan- February 2014
Signature Blogs – Mexico's macro story- February 2014
Signature Blogs – The Consumer Electronic Show 2014- February 2014
Signature Blogs – Are emerging markets turning into a long-term investment pariah? - February 2014
Cambridge Blogs – The benefits of taking the longer term view – February 2014
Cambridge Blogs – Portfolio Update/Weather Matters Again – February 2014

January
Signature Global Roadmap - Shifting tides: From synchronized global recovery to diverging growth paths – January 2014
Signature Market Commentary – Signature High Income Fund & Signature Diversified Yield II Fund Update - January 2014
Cambridge Blogs – Lessons from Intrawest – January 2014
Cambridge Blogs – Buying back stock – why it's not always a good idea – January 2014

2013

December
Cambridge Blogs – Portfolio Update and Outlook for 2014 – December 2013
Cambridge Blogs – Our philosophy in a graph – December 2013

November
Signature sound bites – Signature's diversified income, balanced and dividend mandates- November 2013
Cambridge Blogs – Applying a consistent process in a less attractive market – November 2013
Cambridge Blogs – CGI Group – Another Example of Volatility Creating Opportunity – November 2013
Cambridge Blogs – Correlations Down, Active Management Up – November 2013

October
Cambridge Blogs – Thinking Through The Fed Balance Sheet – October 2013
Cambridge Blogs – Fee Changes Coming to Canada – Looking to the U.K. for Insights – October 2013

September
Cambridge Blogs – European conference highlights – September 2013
Cambridge Blogs – Analyzing the Sustainability of Returns – September 2013
Cambridge Blogs – Volatility and the Art of Doing Nothing – September 2013
Cambridge Blogs – A chance to speak out against high-frequency trading – September 2013
Cambridge Blogs – Portfolio Update September 2013 – September 2013

August
Cambridge Blogs – Europe: The land of opportunity? – August 2013
Cambridge Blogs – Big losses for 'risk-free' assets – August 2013

July
Signature Market Roundup Q2 2013
Cambridge Blogs – Commodity markets come full circle – July 2013
Cambridge Blogs – Update of the Great Rotation – July 2013
Cambridge Blogs – Does consistency mean less risk? – July 2013
Cambridge Blogs – A great example of a free option: Loblaws – July 2013
Cambridge Blogs – So much for sell in May – July 2013
Cambridge Blogs – Mid-year review – July 2013
Cambridge Blogs – Good time for some mental gymnastics – July 2013

June
Signature Market Commentary – High-yield bond market update - June 2013
Cambridge Blogs – Don't fear the Fed – June 2013
Cambridge Blogs – Do you know the (duration) risk you're taking? – June 2013
Cambridge Blogs – Consumer conference update – June 2013
Cambridge Blogs – Is China's growth engine stalling? – June 2013

May
Cambridge Blogs – "What do we do if interest rates go up?" – May 2013
Cambridge Blogs – Trucking along to find fresh ideas – May 2013
Cambridge Blogs – Risk/reward still favours equities – May 2013
Cambridge Blogs – Interesting article on oil – May 2013
Cambridge Blogs – A great example of smart income – May 2013
Cambridge Blogs – Amazing stat of the day – May 2013
Cambridge Blogs – Tim Hortons should not be a target for activist investors – May 2013

April
Signature sound bites - Global Road Map – April 2013
Cambridge Blogs – Portfolio Update – April 2013
Cambridge Blogs – Is management working for or against you? – April 2013
Cambridge Blogs – Why $100 isn't the right price for oil – April 2013
Cambridge Blogs – Historic Commodity Sell off – April 2013
Cambridge Blogs – Not your typical Canadian equity fund – April 2013
Cambridge Blogs – Why a global perspective is important – April 2013

March
Signature Market Commentary – Japan Lives to Die Another Day – March 2013
Cambridge Blogs – Portfolio update – March 2013
Cambridge Blogs – Why we still like U.S. food retailers – March 2013
Cambridge Blogs – The U.S. has made progress on its debt – March 2013
Cambridge Blogs – Canadian Housing: A Very Different Story than the USA – March 2013
Cambridge Blogs – What we look for in a stock – March 2013
Cambridge Blogs – Update from Orlando – March 2013

February
Cambridge Blogs – Energy Update – February 2013
Cambridge Blogs – Finally, a correction – February 2013
Cambridge Blogs – Company update with DHX Media – February 2013
Cambridge Blogs – Market Update – February 2013
Cambridge Blogs – Evidence for a slowdown in Canadian housing now materializing – February 2013
Cambridge Blogs – U.S. Housing Update – February 2013
Cambridge Blogs – Market Update – February 2013

January
Signature Report - Monetary stimulus takes hold – January 2013
Signature sound bites – Outlook 2013- January 2013
Signature Market Roundup Winter 2013