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Canadian Family Offices

An ‘outlier’ year: What wealthier investors are doing, and their plans for 2023

Even bullish investors are shaken, as cash-yielding investments and alternatives move into the limelight

Canadian Family Offices

Wealthy people and family offices: Hackers see you and know you’re not ready

Security tech must be enterprise-grade, and internal controls need to improve, says former Googler and cybersecurity expert Mike Krygier

Canadian Family Offices

Is the bond/equity seesaw broken?

In a high-inflation environment, bond and equity movements may continue to defy expectations

Canadian Family Offices

Why not wine? Cult Wines has become the go-to boutique firm for fine wine investing

Wines demonstrate low volatility, low correlation to equities

Canadian Family Offices

Are predictions of economic uncertainty already baked into bond prices?

To some degree, yes — but true price discovery may be more elusive in bond markets

Canadian Family Offices

Learning from past bear markets can take teeth out of current downturn

By facing down the bear, you can find clarity and solace, and come out the other side stronger

Canadian Family Offices

What the future holds for family offices in Canada

Funda Dilaver, Senior Vice-President of Family Office Services at CEOS Family Office, writes that in recent years, single-family offices and multi-family offices have gone through a surge in their numbers

Commentary

Canso October 2022 Corporate Bond Newsletter

“While lower quality credit is looking more interesting, with high yield credit spreads hovering around their historic average and default rates still low, the stress being observed may just be the start.” Read the full…

Canadian Family Offices

Now is a good time for a portfolio risk audit

While markets and global economic and geopolitical conditions are an obvious focus, don’t forget cyber-risk and ESG, experts suggest