This quarter saw advertising and its potential pitfalls playing a prominent role. Our cover article which provides an updated review of our long-term investment in Pepsico was inspired by their recent advertising debacle. In this case, it was fortunate that (spoiler alert) although the social media backlash was severe, both our view and that of the market ran counter to the twitter sentiment index.
Now four months into the new year, we can confirm that there is indeed life in our research universe. What's more, the US economy is showing plausible signs of maintaining stable growth from within. If this good news is borne out in the final data, we will be presented with a new opportunity to position our portfolios to take advantage of rising economic conditions.
We find ourselves in a new market environment - characterized by change, but also by opportunity! Though we remain cautious of the dawning political era there are certainly gains to be made in this new environment. In the Q4 Newsletter, we discuss our Trump-ian investment strategy and what we view to be the most important economic topics for 2017. We hope that you'll enjoy the read!
In the current investment environment, where risk and uncertainty are apparent, gold could perhaps be the ultimate diversifier. But is all that glitters really all it's cracked up to be? Please read on to find out more about what Qube has uncovered regarding gold's potential 'superpowers'.
We can all recall ‘required summer reading’ that was assigned to us in grade school. Well, here at Qube we live for this stuff! The lazy hazy days of summer may be upon us, but that doesn’t mean that our new Summer team of Research Analysts aren't hard at work, investigating new investment opportunities for the Kaleo Portfolio. Details inside.
So much ‘doom and gloom’ out there. From the falling commodity prices and Alberta’s economic downturn, to the US election drama and the Syrian crisis. Is 2016 shaping up to be a particularly tough year? We look to address this question, leading to some surprising answers - especially, for investors!
Ah yes, who doesn't love a good scandal? Especially when there is important investment wisdom to be uncovered. This quarter's theme is 'Lessons Learned', with specific reference made to the VW debacle and the importance of governance research in our investment process.