David Wolf, David Tulk and Ilan Kolet
Asset allocation quarterly – from a Canadian perspective
Five Questions and Five Charts
Second Quarter 2023
Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions. This quarter, with the help of a few of their favourite charts, they’ll answer some more.
15 questions to start 2023
First Quarter 2023
David Wolf, David Tulk and Ilan Kolet offer answers to the questions they’ve been getting most frequently from advisors and investors as we move into 2023.
Three Pillars Holding as Macro Crumbles
Fourth Quarter 2022
In the context of a very tough financial year, policymakers have turned to aggressive means to keep inflation from becoming further entrenched in the markets. From this defensive position, we will look at the remaining key pillars that may factor into future market shifts.
Modelling Behaviour
Third Quarter 2022
While macro-economic models are widely used across the investment industry, the ability to understand what may be wrong with them and position investments accordingly may help outperform the markets. In their latest paper, the GAA team discusses how they are taking advantage of model-driven consensus to enhance return in a risk-controlled way for Canadian fundholders.
Rate hikes and their consequences
Second Quarter 2022
Central banks are set to rapidly raise interest rates to bring inflation under control. How may these rate hikes impact the performance of financial markets? In their latest paper, David Wolf, David Tulk and Ilan Kolet explore the impacts of rate hikes and how they are positioning their Canadian multi-asset class funds for Canadian investors.
Further along
First Quarter 2022
How comfortable will central banks be with persistently high inflation? In their latest paper, David Wolf, David Tulk and Ilan Kolet discuss the investment implications of inflation, rate hikes, and how they are positioning their Canadian multi-asset funds to maximize return while managing risk.
Inflation and its consequences
Fourth Quarter 2021
An inflationary environment requires a different approach to diversification and risk management in multi-asset class funds. In their latest paper, David Wolf, David Tulk and Ilan Kolet outline how they prepared for this environment with the goal of maximizing return and managing risk for Canadian investors.
You don’t have to go home, but you can’t stay here
Third Quarter 2021
The increase in vaccination rates, reduction of mobility restrictions and rebounding of economic activity likely means the worst of the COVID-19 pandemic may be behind us. In their latest paper, the GAA team discusses their pro-cyclical approach to their Canadian multi-asset funds and why diversification is coming from non-Canadian markets.
A Candid Conversation on Canadian Concerns
Second Quarter 2021
In recent years, the Canadian economy encountered market and economic tumult, including a global pandemic. In their latest paper, the GAA team answers frequently asked questions regarding their views on the Canadian economy, asset markets and the positioning of funds they manage for Canadian investors.
New Year, Same Playbook
First Quarter 2021
The distribution of COVID-19 vaccines and stimulus provided by governments and central banks has many focusing on brighter days ahead. In their latest paper, David Wolf, David Tulk and Ilan Kolet outline their views of the recovery ahead and how they are positioning their asset allocation funds for Canadian investors.