Steadyhand Podcasts

By Scott Ronalds Stock markets pushed forward in the first quarter despite some strong headwinds, including revolutions in North Africa, the earthquake and tsunami in Japan, and lingering sovereign debt issues in Europe. It goes to prove that the linkage between headlines and market returns is anything but precise. In this podcast, we review the first quarter of 2011 and highlight some of the key messages from our Quarterly Report. Download, subscribe via iTunes or RSS, or listen now:

By Scott Ronalds Wil Wutherich, the manager of our Small-Cap Equity Fund, is in town this week on a research trip. We booked an afternoon of his time to discuss the fund. Since we've covered his investment process in previous sessions and his philosophy is well documented on our site, Tom sat down with him to talk stocks. Download, subscribe via iTunes or RSS, or listen now:

By Scott Ronalds It was a good start to the year for Steadyhand. We welcomed close to 200 new clients to the firm in the first quarter, our assets under management grew by 15%, and our transfer pipeline is healthy. Stocks also had a strong showing, with the Canadian market rising 4% and the U.S. and World markets gaining roughly 10%. The bond market declined as interest rates edged upwards, although losses were modest. As we mark our fifth anniversary this month we have our first set of 5-year performance numbers, which are the focus of this discussion. It's been a turbulent period in the capital markets, but our clients with balanced portfolios have fared well. In this podcast, we review the performance of each of our long-term funds in detail, and provide an update on how they're currently positioned.   Download, subscribe via iTunes or RSS, or listen now:

By Scott Ronalds It was an active spring in the capital markets, characterized by a spike in volatility, a run-up in bond yields and a dive in gold and mining stocks. Canadian markets had a rough quarter: the bond market (DEX Universe Bond Index) fell 2.4% - its worst quarterly decline in nearly two decades - and the stock market (S&P/TSX Composite Index) lost 4.1%. Global markets fared better, on balance, with many Japanese and U.S. stocks posting strong gains. Our funds fared reasonably well in the quarter, all things considered. Although our Income Fund turned it its first quarterly loss in quite some time, our equity funds gained ground, led by our Global Fund, and are up nicely in 2013. In this podcast, we review how the volatility and higher bond yields impacted our funds and highlight some of the key takeaways from our Quarterly Report. Download, subscribe via iTunes or RSS, or listen now: