Tower Talk

The election of Donald Trump as President of the United States has significant implications for financial markets, particularly from a Canadian investor's perspective. Markets reacted positively to Donald Trump's election with the S&P 500 and the TSX showing solid gains in the days [...]

In this episode, Tarek and Mark explore the comparative merits of investing in real estate versus capital markets, particularly the Toronto Stock Exchange (TSX). With Canadian real estate prices soaring over the past few decades, many investors are drawn to the tangible nature of property [...]

Did you know that our Canadian Momentum strategy has outperformed the TSX year-to-date through August? 🏦📈 The TSX index has returned a healthy 11.4%, so listen to the episode to see how much we outperformed. New Dividend Strategy: We’ve developed a fresh dividend strategy focusing on [...]

In this episode, we discuss recent stock market trends, highlighting a potential shift from the dominance of large tech stocks, known as the "magnificent seven," to smaller-cap stocks and a broader market. This may be the beginning of the market rotation we've been talking about. Next [...]

In this episode of Tower Talk, we delve into various market topics, including private equity, election year impacts, and US equity concentration. We discuss the liquidity crisis in private equity (yes, there is a liquidity crunch) with large funds facing challenges due to lack of exits. [...]

In this episode, we explore the nuances of Value and Momentum investing strategies. Value investing targets undervalued companies with strong fundamentals, while Momentum investing rides the wave of current market trends. Tarek and Mark share insights from Tower's own in-house Momentum [...]

In this live episode of Tower Talk we start by discussing the current state of US and Canadian markets. Markets have been doing well, but those returns have been concentrated in a small number of large companies driven by the ongoing "AI Revolution". We compare the economic trends in both [...]

Maximizing your financial potential isn't just about earning—it's about smart saving, too. That's why this month's episode of Tower Talk is all about taxes. We unpack the power of registered accounts like RRSPs, RESPs, and TFSAs. Understanding contribution limits and employer matching can [...]

Happy New Year Tower Talk listeners! Markets ended 2023 on a strong note (the Santa Claus Rally came through!) and we look back at some highlights, including how many were calling for a recession in 2023. We also go through how the Tower portfolios performed, and show why one strong year in the [...]