HighView Blog

  • Portfolio Management
  • Family Wealth Planning
  • Competitive Intelligence

How to tilt the investing odds in your favour

My article in this morning's Globe & Mail offers tips to help investors retain more of the performance available to them. …

  • Investment Performance and Reporting

Is HXT’s 8 basis point savings enough to lure investors?

Most financial journalists in Canada charge that the Canadian investment fund industry lacks the kind of price competition we often…

  • Family Wealth Planning

Family Offices Reject Private Banks

A recent article in Campden FB highlights a trend in Europe that we at HighView have been witnessing for many years…

  • Portfolio Management
  • Family Wealth Planning
  • Industry Changes + Trends

Investment Counselling: Not A New Profession

 "My advice to investors (who cannot give full time to a study of investments) is to seek out some trusted…

  • Portfolio Management
  • Family Wealth Planning

The Ride To Your Investment Goals

This article is focused on the need for Investment Advisors to customize the "investment ride" -- the portfolio value ups-and-downs…

  • Industry Changes + Trends
  • Geopolitical + Tax Changes

Canadian fund fees revisited

A few weeks ago, I resurfaced my arguments against concluding that Canadian mutual fund costs exceed those of all other…

  • Industry Changes + Trends

Gold bulls should ask tough questions

In 2001, I invested in a gold closed-end fund and held it for 4-5 years.  My rationale was based partly…

  • Miscellaneous

The Value Of An Independent Corporate Trustee For Institutional Clients

In our asset management work with clients, we continually stress the importance for them of having what we term, "a…

  • Portfolio Management
  • Industry Changes + Trends

The ironic comfort of balanced funds

In this weekend's Report on Business, Rob Carrick nicely captured my mixed feelings about balanced funds.  As I noted in…

  • Investment Performance and Reporting
  • Family Wealth Planning

Where to invest? Look at what makes you squirm.

Yesterday's Globe & Mail featured an article by U.S. equity manager Larry Sarbit making the case to invest in U.S. stocks now.  He…