“For the times, they are a-changin'”
~ Bob Dylan
Do you ever wonder what are my money managers doing for me?
Revisiting the New Playbook, by Robert Taylor at Canoe Financial, provides insight into how a fund manager thinks and acts in financial markets.
This great article illustrates the benefits of active management while addressing the current upheavals caused by geopolitics, inflation, and AI.
Note that active managers:
- Adjust portfolios for new market cycles
- Provide a disciplined process with proper diversification
- Evaluate when popular investments become overvalued
- Invest in promising but underrated new opportunities
We have enjoyed the opportunity to meet with Rob and hear his valuable insights.
We agree when he wryly says, “Markets rarely reward the same strategy forever.”
We hope you enjoy this article.
Your CommonWealth Team
“I skate to where the puck is going to be, not where it has been.”
~Wayne Gretzky
