CUMBERLAND
Private Wealth - Calgary

Insights on navigating today's complex investment landscape

Here's a list of what we think we can expect to see in 2025.

An Arbitrary Grading of Our 12+ Themes for 2024

This environment invites a mindset of focusing on the potential for positive outcomes.

Morgan Housel recently released his second book, Same as Ever, a follow-up to his first book, The Psychology of Money. The premise is...

1. Healthcare – Pandemic Hangover is Eclipsing and setting up for outperformance relative to the S&P500 Healthcare has historically been...

The debate is focused on when rate cuts begin, how quickly central banks will cut short-term interest rates, and how many cuts will occur.

With the benefit of hindsight, we are giving our predicted themes for 2023 a grade based on their relevance and accuracy.

All else equal, focusing on higher yield-to-maturities and lower volatility should be a recipe to deliver better risk adjusted returns.

Despite some negative market appeal, our view is that the economic picture is improving, getting better not worse.

After a challenging 2022, fixed income investors have experienced a much stronger start to 2023. Year-to-date one of the most widely...

How does one compare Bond fund returns to a 5 year GIC return?

1. Attractive Risk Reward in Shorter Dated Investment Grade Fixed Income The Kipling Strategic Income Fund recently purchased several...

One of our more popular reading materials for the 2021 year was our “ 12 Themes of 2022 ” piece that we published just prior to the...

Every gathering, regardless of whether it is with friends or strangers, the question always arises “Is now a good time to invest in the...

The Kipling Strategic Income Fund had a solid August 2022 relative to its benchmark. The M series of the fund generated a return of...