News

Commentaries, articles and video of interest.

Commentary

Market Perspective

by Karen Steinmann, MFin, CFA

Investment Analyst


Summer 2023

It’s easy to doubt the recession warnings we’ve been hearing about since March 2022, when the two-year Treasury yield and the ten-year Treasury yield officially inverted for the first time since 2019. A good deal of evidence seems to dispute the claim.

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Spring 2023

The Iron Lady spoke those words in her speech to London’s retiring Lord Mayor in 1979. She was referring to government overspending but it makes for a fun intellectual indulgence to imagine how the former Prime Minister of the UK, known for her austerity measures, would react to the dizzying past year of central bank rate hikes. After all, the Piper demands payment eventually.

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Winter 2023

As 2022 draws to a close a sigh of relief can be felt throughout the markets. Inflation and the interest rate surprises of 2022 frighten us ever-so-slightly less, if only because the year is over. While it may be too soon for optimism, it does seem time to embrace the year-end mantra of, New Year, new you, for markets and the investment landscape.

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Autumn 2022

For most of 2022, inflation around the world was rising as a consequence of pandemic related policy actions, supply chain disruptions, and rising food/energy prices resulting from Russia’s invasion of Ukraine.

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Summer 2022

Legendary investor Warren Buffet believes in investing for the long-term and encourages others to “only buy something that [they’d] be perfectly happy to hold if the market shut down for ten years”. While this mentality may not be for the faint of heart, having a solid plan, clear long term goals and open communication with your Mandeville advisor can help you weather the storm and help get you home to your investment objectives.

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Q1 2022

President Putin seems to have misjudged the tolerance of the international community, been deficient in planning and misjudged the chaos that the Ukrainian people would unleash.

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Q4 2021

Although North American equity indices have steadily climbed year-to-date, index performance hides much of the choppiness that lies beneath its surface. Last quarter, we cautioned investors about the risks of normalizing economic growth & above-average inflation, and are now beginning to see softness appear in broad-based economic data.

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Q3 2021

In the pandemic’s early days, policymakers’ major concerns were predicated on whether or not unprecedented stimulus measures would be enough to rejuvenate the economy from the worst global recession since the Great Financial Crisis. Chief among which was whether or not there would be an economic rebound strong enough to prevent broad-based GDP deterioration and/or lasting unemployment.

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Q1 2021

The first quarter of 2021 brought a change in leadership, not just in Washington, but in all corners of the market. That which had been hot for so long, ceased to be, while that which had been cold, warmed up. Dividend stocks rose, the energy sector bested them all, and inflation reared its head.

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Q2 2020

Global financial markets which where ravaged through the later half of the first quarter of 2020 as the COVID-19 pandemic spread virulently across the globe, have rebounded nearly as quickly on the relief of unprecedented monetary and fiscal stimulus and signs of economic turnaround as business shutdowns have eased and economic activity began to return for many sectors of the global economy.

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Q1 2020

A ten plus year bull market for global equities has finally come to an end–brought to its knees by the effects of a tiny and invisible enemy, yet one so powerful and potentially pervasive that governments, financial markets and society as a whole appear consumed by its grasps.

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Q3 2019

Global markets had another eventful quarter amid elevated geopolitical uncertainty and a slowing global economy.

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Q2 2019

After a wild and disappointing Q4 2018, global markets rebounded sharply from last year’s sell-off and positive momentum has generally carried forward through the second quarter of 2019.

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Q1 2019

The fourth quarter of last year was challenging for most investors. Contractions across all major asset classes resulted in negative returns for 2018, despite significant expansion in the global economy.

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Articles

Portland Holdings Investco Limited and MBM Holding of Dubai sign an MOU

MBM Holding (“MBM”), one of UAE’s most successful and rapidly growing private conglomerates, and Portland Holdings Investco Limited (“Portland”), a related entity of Portland Holdings, a privately held investment firm based in Burlington, Ontario, Canada, are pleased to announce that they have entered into a memorandum of understanding (“MOU”) to collaborate on a range of co-investments and partnerships primarily in the areas of nuclear medicine and targeted radionuclide therapy (“TRT”), and nuclear and clean energy.


Further enhancements to Mandeville Vault

Mandeville Private Client Inc. further enhances client experience by providing access to Mandeville Vault via its mobile app


Michael Lee-Chin
Tackling the world's most urgent needs

Michael Lee-Chin, President and Chairman of Portland Holdings, believes the next big investment opportunities are global issues – and he's already investing in the future


Michael Lee-Chin
Levelling up in style

Mandeville’s 2022 advisor conference in beautiful Banff featured lively debate, inspiring speakers, investment strategy ... and a final-night hoedown


Michael Lee-Chin
‘Titan of Jamaican business’ inducted into PSOJ Hall of Fame


Tackling the world's most urgent needs


CNL and Portland Holdings Sign MOU


Mandeville Launches Mandeville Vault


A Message from our Former Chief Operating Officer


Veteran investor Michael Lee-Chin on what he is looking for in 2022

The billionaire and founder of investment firm Portland Holdings also shares his thoughts on Bitcoin, public markets and niche health-care investing


Investment Loan Program Announced

Mandeville Private Client Inc. Enters Into Arrangement With Duca Financial Services Credit Union To Offer Investment Loan Program


WP-Other Life piece featuring Michelle Hastick-Cowell

Michelle Hastick-Cowell sees many parallels between her track and field career and her work as an investment advisor


WP Top Teams feature on Michael Prittie and his team in Ottawa

This September will mark 34 years in the wealth management industry for Michael Prittie


WP-Other Life piece featuring Michelle Hastick-Cowell

Michelle Hastick-Cowell sees many parallels between her track and field career and her work as an investment advisor


Sean Moir - Mandeville’s investment philosophy

The firm is well-known for its strategy of using private and alternative investment vehicles.


Emphasizing Differentiation

Mandeville advisors came together at the recent Mandeville Advisor Conference in Halifax to share ideas and best practices and gain insight on how to set their practices apart


Goodman to honour visionary entrepreneur Michael Lee-Chin

Prominent entrepreneur Michael Lee-Chin has been selected as the Goodman School of Business 2019 Distinguished Leader.

ARTICLE ARTICLE

Democratizing opportunities for investors

WPC talked to Portland Holdings chairman and CEO Michael Lee-Chin about how advisors can differentiate themselves by opening up new avenues of investment for their clients


Former Mandeville COO, Frank Laferriere is featured as an Industry Icon in the recent issue of Wealth Professional magazine.

Frank Laferriere has always had an appreciation for advisors. Now, as SVP and COO of Mandeville Private Client, he’s helping advisors differentiate themselves by finding new avenues to create wealth for their clients.


Video

Michael Lee-Chin on WP Talk Podcast

Michael Lee-Chin's latest investments tackle world's most urgent needs


Former COO Frank Laferriere on WP Talk Podcast

How to connect with the next generation


Mandeville Advisor Conference

Wealth Professional Coverage of the 2022 Mandeville Advisor Conference

The Mandeville LEVEL UP 2022 Advisor Conference WPTV - Mandeville Advisor Conference - Level Up

Leadership tips from Michael Lee Chin

The Portland Holdings and Mandeville Group chairman and CEO shares some advice on how to become a successful leader.


Mandeville CIO on AM 680

Crisis and recovery


Sean Moir - CKTB 610 am

A look at the markets


Mandeville PM Sean Moir on AM 680

What will be the new normal?


BNN Interview

Michael Lee-Chin teams up with Lanterra for 42-storey Toronto condo

PART 1 PART 2

Michael Lee-Chin's keynote presentation to the World Bank/Miami Herald Forum

Video of Michael Lee-Chin's keynote presentation to the World Bank/Miami Herald Forum on the Caribbean


Ontario Teachers CIO: We Want 64% or so in Private Assets

Bjarne Graven Larsen, Ontario Teachers' Pension Plan chief investment officer, talks with Bloomberg's Erik Schatzker at the Capitalize for Kids Investors Conference in Toronto. (Source: Bloomberg)


Why do the CPP's investments look nothing like your RRSP?

Mark Wiseman, President & CEO, CPP Investment Board discusses accessing alternative investments.


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