April 2024
Ever wondered what even Red Bull considered too risky? Dive into ‘Too Risky for Red Bull’ where our lead portfolio managers, Michael Brown, CPA, CA, CFA and Robert Spafford, CFA examine the parallels between how founder and former CEO, Dietrich Mateschitz, managed Red Bull and why the same principle applies to identifying high quality companies.
February 2024
Michael Brown, CPA, CA, CFA, Lead Portfolio Manager explains how avoiding drama in investments led to a 20.9% return in 2023.
October 2023
Can high quality businesses create their own luck? Click here to discover with Michael Brown the role of luck in business and how investors can better position themselves for success.
August 2023
Michael Brown, Lead Portfolio Manager CPA, CA, CFA, share a captivating tale that follows investors quest for certainty in an uncertain world.
Click here to read more.
May 2023
Michael Brown, Lead Portfolio Manager CPA, CA, CFA, examines the flywheel effect of compounding intellectual capital with the Canadian Equity Team at Cidel.
Click here to read more.
March 2023
Arthur Heinmaa, CFA, Chief Investment Officer, examines the rapid failure of the Silicon Valley Bank.
Click here to read more.
January 2023
Charles Lannon, CFA, discusses Cidel’s Global Equity Strategy and new investments made in the last quarter of 2022. He elaborates on equity performance for 2022 and shares his views on the outlook for 2023.
Click here to read.
November 2022
We are pleased to present our Q3 insights and commentaries.
Click here to read it in full.
October 2022
Autumn reminds us of heading back to school. Therefore, with the back-to-school feeling in mind we are going back-to-basics about how we invest at Cidel.
Click here to read more.
August 2022
Please enjoy our teams insights, commentaries and Cidel In The News.
Click here to read it in full.
July 2022
The dominant narrative in the market this quarter was, unsurprisingly, a debate surrounding whether or not the global economy would fall into recession, when that might be, and how severe?
Click here to read more.
June 2022
If you are feeling uneasy or anxious about the current state of the markets, you’re not alone. Our latest post is a reminder that, in the long-run, things almost always work out for the better.
May 2022
This report covers topics including Cidel’s performance summary, our estate planning overview, a breakdown of stock rivalries and more. Enjoy!
Click here to read it in full.
April 2022
Equities had a memorable first quarter of 2022, but entirely for awful reasons.
Early in the quarter markets exhibited weakness as they continued to digest the reality that persistent inflation was helping to bring the era of extreme central bank and fiscal liquidity to a close.
Click here to read more.
February 2022
Click here to read Arthur Heinmaa’s, Chief Investment Officer, views on the Russian invasion of Ukraine.
January 2022
Our Charles Lannon, Senior Vice President and Head of Equities, provides his commentary on our Global Equity Strategy. He begins:
“2021 was another year of double digit returns in global equities, with the MSCI World Index returning 22.3% in U.S. dollar terms (or 21.2% in Canadian dollar terms). This strong annual return is consistent with a sharp rebound in both economic growth and earnings. It is projected that global GDP growth in 2021 will come in around 5.9% the best result in well over a decade.”
October 2021
Our Q3 2021 Quarterly Report is out!
This report covers topics including Cidel’s performance summary, our partnership with TwinRiver Capital Group, a podcast recording from our Latin American team and more. Enjoy!
Click here to read it in full.
August 2021
Our Q2 2021 Quarterly Report is out!
This report covers topics including Cidel’s performance summary, our acquisition of Lorica, a recording on timing the market and more. Enjoy!
April 2021
Our Q1 2021 Quarterly Report is out!
This report covers topics including Cidel’s performance summary, investment team research, a recording of our ESG strategy and more. Enjoy!
March 2021
Our Q4 2020 Quarterly Report is out!
This report covers topics including Cidel’s performance summary, vaccines on investing, a recording of our investment conference and more. Enjoy!
December 2020
Our Barbados office partnered with Lions International for ‘Operation Christmas’ to supply household goods and food for 200 families.
They worked together to fill these hampers with food, toiletries and other essential household goods.
Watch our Barbados team in action!
November 2020
Our Q3 2020 Quarterly Report is out!
This report covers topics including Cidel’s performance summary, a podcast on ESG, award nomination outcomes and more. Enjoy!
October 2020
During October, Cidel was joined by leaders in the Not-for-Profit (NFP) community for a virtual session on governance.
Our guest speaker, Don McCreesh, a Not-for-Profit (NFP) governance expert, was hosted by Cidel’s Christy DeCosimo and Catherine Jackman.
Many NFP organizations have faced increased stakeholder concern with governance policies and fundraising during the pandemic. Governance is more key than ever.
For Cidel it was a wonderful opportunity to celebrate the great work that these organizations do across Canada and elsewhere. It is a privilege for us to be involved with those who work so hard to build stronger communities which is near and dear to our firm culture.
Cidel is proud to contribute to worthy causes and even more proud of our staff who use their own time to volunteer. Whether it is coaching hockey, serving meals at shelters or working on boards – we should all celebrate the great accomplishments and critical role NFPs play.
A big thank you to Don, to our attendees and to all the volunteers and staff at NFPs who are so dedicated to their missions.
Click here for the presentation.
August 2020
Our Q2 2020 Quarterly Report is out!
This report covers topics including Cidel’s performance summary, non-profit organizations, award nominations and more. Enjoy!
April 2020
Our Q1 2020 Quarterly Report is out! This report covers topics including Cidel’s equity strategy, pension plans, non-profit organizations and more. Enjoy!
March 2020
Click Here to read a message from our Chief Investment Officer.
Click Here to read a message from our Chief Investment Officer.
February 2020
Cidel’s Q4 2019 Quarterly Report is out! This report covers topics including impeachment, Japanification, non-profit organizations and more.
Enjoy!
July 2019
Our Q2 2019 Quarterly Report is out and highlights Cidel Executor Services and Multi-Asset Class Strategies.
May 2019
Q1 Quarterly Report is out. Hope you enjoy!
February 2019
Our Q4 Quarterly Report is out. Hope you enjoy!
January 2019
Great exposure for Cidel!
We are one of the sponsors of the Foundations & Endowment Investment conference taking place in Toronto on January 30th – 31st 2019.
Environmental, Social, and Governance (ESG) information has received increased attention from investors in recent years. As of 2017, 75% of major companies around the world produced some form of Corporate Social Responsibility (CSR) report, up from 19% in 2002.
In these articles Cidel Asset Management explores the Rise of ESG disclosures and takes a closer look at why Corporate Governance matters.
To read more Click Here
December 2018
Click Here to read a message from the Chief Investment Officer to our clients.
Cidel’s investment research and portfolio management team travels the world to learn more about firms and industries and to interview senior management.
Philip Young is presently travelling in Asia and has sent along some insights.
To read more about Philip’s travels Click Here
November 2018
Cidel discusses market implications of potential presidential impeachment!
At Cidel, analyzing the risks to … While we view the potential impeachment of President Trump as unlikely at this time, the odds may have marginally increased and we are monitoring factors that could change our view….The likelihood of the President being impeached remains low. but the odds of it becoming a political discussion point are higher with the results of the recent mid-term election. The Republicans did retain their majority in the Senate, but no longer hold the largest number of seats in Congress.
Our Q3 Quarterly Report is out. Hope you enjoy!
August 2018
Our Quarterly Report is out – Looking back at Q2 and moving forward into Q3, with the impact of tariffs, yield curves and forward earnings. Hope you enjoy!
March 2018
February 2018
Cidel’s Quarterly Report is out – a look back at 2017 and our investment team’s key themes for 2018.
November 2017
Our Q3 Investment Report is out – Looking Back on Q3, Looking Forward at Q4, and spotlights on active vs. passive and global infrastructure.
October 2017
An inspiring piece on the Invictus Games plus spotlights on distressed investing, cancer research and why you should question widely held investment maxims.
Click Here: http://cidel.com/newsletters/august-2017/
September 2017
Cidel’s August Newsletter – A Coda to Summer: Jimmy Buffet, your kid’s sports, and kale salads.
Click Here: http://cidel.com/newsletters/august-2017/
July 2017
Our Quarterly Report is out – looking back on Q2, what’s on our radar for Q3 and spotlights on our trust services and the Fed’s balance sheet.
http://cidel.com/downloads/QuarterlyInvestment/QuarterlyInvestment.html
Cidel’s June Newsletter – Steves Schwarzman and Jobs, Lefty’s insider trading issues and the myths of working philanthropically.
Click Here: http://cidel.com/newsletters/june-newsletter/
June 2017
Cidel’s May Newsletter – an interesting range of perspectives on pricing
Click Here: http://cidel.com/newsletters/may-2017/
April 2017
Our March newsletter looks at Toronto’s rise as a VC hub, Henry VIII’s role in Brexit, and why you see so many puffer jackets.
Click Here: http://cidel.com/newsletters/march-2017-newsletter/
March 2017
In our February newsletter we feature an interview with a uniquely modest private equity manager, Howard Marks of Oaktree Capital, and a remarkable Canadian medical device that lets blind people see.
Click here: http://cidel.com/newsletters/february-2017/
February 2017
Our Q4 Quarterly Report is out – our investment team’s quick take on the important stories of the prior quarter and what could impact portfolios looking forward, plus more in-depth analysis of important themes or presentations we think might interest you.
January 2017
The first Cidel Newsletter of 2017: a look at Uber and AirBnB’s beginnings; an intimate account of mental illness; the magic of thinking long-term when investing; and a timely list of ways to keep your productivity going strong through the new year.
Click Here: http://cidel.com/newsletters/january-newsletter/
December 2016
Our last newsletter of the year: Dalio on Trump, Tiffany’s troubles, and the best books of 2016. See you in 2017!
Click Here: http://cidel.com/newsletters/december-2016/