Market Update: Equity Markets Take a Breather
For five months following March’s spectacular crash, global equity markets sprinted forward, undeterred by the global economic recession brought on by the Coronavirus pandemic. Finally in September, markets stepped...
Investing During a Market Downturn
The stock market is down. In times like these, it can be tempting to make gut decisions based on emotion. Instead, now is the time to reflect on...
Performance and volatility
How to understand market volatility A lot of novice investors shy away from risk. They get scared by big swings in market volatility — which is understandable, but...
Finance 101. Leveraging and short selling
Leveraging and short-selling are alternative investment strategies traditionally used by the sophisticated investor. This style of investing aims to helps to mitigate the downside when markets are volatile. It...
Finance 101. How currency hedging affects your investment return
If you invest overseas, your holdings may be valued in foreign currency. When markets are volatile, a portfolio manager can use currency hedging to protect the value of...
Finance 101. Oil!
We don’t just use it to drive. It’s in the roads we drive on. In fact, it is used in over 6,000 products that help make up modern...
Avoid Market Chills With All-Weather Portfolios
Who likes risk? Nobody. Maybe you’ve already been through a market correction or two — and getting closer to retirement, volatility can make you antsy. You want a...
Short selling and leverage in Private Investment Portfolios
You are invested in a Private Investment Portfolio, which we are able to offer through Nicola Wealth Management (NWM). These are different from the ETF portfolios we offer. One difference: Private Investment Portfolios contain underlying...
What is an ETF? Our Portfolio Manager explains
Read insights from Neville Joanes, portfolio manager, about how ETF’s work and why they are so popular. In layman’s terms, what is an ETF? As you might know, stocks are...
A Tale of 3 REITs: XRE, ZRE and VRE
When it comes to ETFs, there are often multiple ETFs that aim to track the same index or asset-class and comparing them can be challenging. This is certainly...