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30 March 2021

Michael Gibson to Retire from Beutel Goodman December 31, 2021

Today we are welcoming Janne Farias, MBA to Beutel Goodman in the newly created role of Vice President, Enterprise Risk Management.Janne comes to Beutel Goodman with an extensive risk management background in the banking, mortgage and asset management industries. In this position, she will assist the company in the design and execution of risk management strategies and will oversee and maintain risk management systems, tools, policies, procedures and processes.

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12 March 2021

365 Days Later

The COVID-19 pandemic is now entering its second year. The world has been in some form of lockdown for a year now. Worldwide, almost 117 million people have contracted the virus as at March 8, 2021, and nearly 2.6 million have died. In this report, we look back on the economic transformation that has occurred over the last year, discuss...

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5 March 2021

Beyond the Pandemic: Fireside Chat with David Gregoris and James Black

As we move into 2021, we continue to see investors focus on the impact of the pandemic and the current low-rate environment. To get some perspective, we recently sat down for a fireside chat with David Gregoris, Managing Director and Co-Head of Fixed Income, and James Black, Director of Equity Research and Vice President, Canadian Equities to discuss fixed income...

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17 February 2021

Central Banks – The Cause and Solution to Bubbles?

“The word bubble creates a mental picture of an expanding soap bubble, which is destined to pop suddenly and irrevocably. But speculative bubbles are not so easily ended; indeed, they may deflate somewhat, as the story changes, and then reflate.” — Robert J. Shiller   The impressive performance of the equity market during the 2020 pandemic has not only pushed...

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31 December 2020

Economic, Interest Rate and Credit Outlook 2021

“It’s tough to make predictions, especially about the future” – Yogi Berra As 2020 – a year for the record books – comes to an end, we are taking this time to consider our outlook for 2021. As Beutel Goodman’s fixed income portfolio managers, part of our job is to (admittedly, futilely) try to predict the future, and allocate assets...

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11 December 2020

John Shuter to Retire from Beutel Goodman

Today we are welcoming Janne Farias, MBA to Beutel Goodman in the newly created role of Vice President, Enterprise Risk Management.Janne comes to Beutel Goodman with an extensive risk management background in the banking, mortgage and asset management industries. In this position, she will assist the company in the design and execution of risk management strategies and will oversee and maintain risk management systems, tools, policies, procedures and processes.

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9 December 2020

Undefining Value Investing

You have likely heard the saying that ‘there is more than one way to skin a cat’, which is intended to remind us, if rather morbidly, that there are many ways to achieve a goal. This adage translates well to many aspects of life, but it does not reflect our view of investing. While there are many different investment styles...

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7 December 2020

Mary Crowe to Join Beutel Goodman’s Canadian Equities Team in 2021

Today we are welcoming Janne Farias, MBA to Beutel Goodman in the newly created role of Vice President, Enterprise Risk Management.Janne comes to Beutel Goodman with an extensive risk management background in the banking, mortgage and asset management industries. In this position, she will assist the company in the design and execution of risk management strategies and will oversee and maintain risk management systems, tools, policies, procedures and processes.

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30 November 2020

Beutel Goodman Speaker Series: In Conversation with NortonLifeLock – Transcript

On November 9, 2020, Rui Cardoso, Managing Director of our U.S. and International Equities team, hosted a virtual fireside chat with NortonLifeLock Inc.‘s CEO, Vincent Pilette, and CFO, Natalie Derse. Many of you may know of NortonLifeLock (formerly Symantec Corp.) from buying a box of Norton Anti-Virus software a couple of decades ago. With many of the recent changes, NortonLifeLock...

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16 November 2020

The US Election – Looking Beyond the Confusion

There are lies, damned lies, and then there are presidential polls. Before the election, many pollsters predicted that there would be a “blue wave”, with Democrats taking not only the presidency, but also both the Senate and the House of Representatives. However, the day after the election, the U.S. presidential race was still too close to call. This election had...

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