By Beutel Goodman Fixed Income Team   Economic forecasting has always carried the potential for leaving egg on one’s face, but in this unique post-pandemic landscape, it is proving even more challenging. Reliable data is the elixir for economists and anyone else tasked with trying to predict a business cycle, and in fixed income, all roads lead back to the Read More »

By Beutel Goodman Fixed Income Team   Looking back a year to June 2022, Canada’s Consumer Price Index (CPI) recorded a year-over-year increase of 8.1%, while U.S. CPI was even higher at 9.1%. This brought easy comparison to the early 1980s, when spiralling prices led to a hawkish tightening cycle by central banks, and ultimately a deep recession. One year Read More »

By Beutel Goodman’s U.S. & International Equities team   There are many factors that influence equity investment returns. As an investment manager, we have a fiduciary duty to responsibly manage the funds that are entrusted to us by our clients. For us, this responsibility means that our process is designed to make the greatest impact towards our goal of creating Read More »

TORONTO — June 30, 2023 — Beutel Goodman wishes David Gregoris, Managing Director, Fixed Income, well as he officially retires from the company, effective June 30, 2023. As previously announced in August 2022, Derek Brown, Senior Vice President and Co-Head of Fixed Income, will now become Head of Fixed Income, overseeing the strategy and direction of Beutel Goodman’s fixed income Read More »

Yiling joined Beutel Goodman in 2023 as Quantitative Analyst with the Fixed Income team. He has two years of investment industry experience as an analyst and holds a Master of Mathematical Finance from the University of Toronto, as well as a Bachelor of Mathematics, Actuarial Science and Statistics double major from the University of Waterloo.

TORONTO — June 19, 2023 — We are pleased to announce the appointment of Lucy Paine, who is joining Beutel Goodman as Analyst, U.S. & International Equities. Lucy is the first hire from our student internship program, and after completing three separate four-month work placements, we are delighted to welcome her to the firm. During her three internships, Lucy authored Read More »

By Beutel Goodman’s Fixed Income team Monetary policy has been a major driving force in securities markets over the last 18 months, so it wasn’t surprising that there was a huge amount of anticipation ahead of the U.S. Federal Reserve’s (Fed) June 13–14 meeting. The Fed subsequently announced a pause in its hiking cycle after 10 consecutive hikes since March Read More »

Markets are providing plenty of food for thought for investors in 2023, with central bank policy and upheaval in the banking sector having a significant impact on stocks and bonds. In this discussion, Beutel Goodman’s Senior Vice President and Co-Head of Fixed Income Derek Brown joined Vice President, Canadian Equities Vim Thasan to discuss the different factors affecting securities markets Read More »

Long-term investing means navigating through changing market cycles. We may wish for clear sailing along the way, but downturns are a natural part of the market cycle. That was certainly the case in 2022, when a hawkish shift by the U.S. Federal Reserve (Fed) and the Bank of Canada (BoC) led to heightened market volatility and annual returns of -5.84% Read More »

Lessons to be Learned from some TSX Heavyweights of the Past By Beutel Goodman’s Canadian Equities team   Speaking to Benefits Canada back in October 2001, Beutel Goodman discussed the limitations of using an index to evaluate investments: “By its very construction, an index does not take valuation into account. This means that at any given time, an index may Read More »