get our regular market updates
monthly briefs and insights right to your inbox
Portfolio Managers’ Brief: December 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Who is The Accounting Place
The Croft Financial Group (CFG) has made a strategic investment in acquiring The Accounting Place as part of an overall Real Wealth Management™ offering to our advisor partners and clients.
Research Report: The Symphony of Shifting
Those of us in the financial business spend a lot of our time explaining why things happen. The volatility investors have been experiencing in the last few months and particularly, over the past month, is fodder for explanation bias.
Investment management firm acquires additional expertise for its Real Wealth Management™ offering
Croft Financial Group now offers its advisors and clients additional financial planning, insurance, and tax planning expertise
PART 2: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
In this second part to my discussion with Richard Croft Founder & CIO, we discuss portfolio rebalancing and portfolio performance comparative to the stock market indices we track such as the S&P 500, Nasdaq and TSX as well as a brief outlook on our expectations for 2024.
PART 1: PORTFOLIO MANAGERS’ BRIEF Conversation With Founder & CIO Richard Croft – October 2023
In part one of our conversation, Founder and CIO RIchard Croft touches on the anticipated direction of interest rates and how Canadian banks have been impacted by the current economic environment and what to expect going forward. He also comments on inflation expectations and just how we are managing risk in client portfolios.
Research Report – The End Is Near… Maybe
The notion that we no longer must play the “don’t fight the Fed” game will provide some measure of normalcy. Something that has been lacking since central banks began raising interest rates eighteen months ago
Portfolio Managers’ Brief: September 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Research Report: Could China’s Economy Collapse?
Is China on the precipice of an economic collapse? The world’s second biggest economy faces several hurdles, not the least of which is the trickle-down effects from a property sector plagued by excess leverage. This is especially disturbing because real estate influences about 29% of China’s GDP.
Research Report: Rolling Recession?
Imagine a business cycle where twists and turns rotate through sectors of the economy like a game of musical chairs. Only in this game, one chair is replaced by another, turning the traditional game of musical chairs into a never-ending game where no players are left behind. A never-ending game of musical chairs is the blueprint for a rolling recession.
