15

April2021

Vitarka

ANTYA’s views on investing markets, economy, and more

Latest Insights

TSX 60 Total Return Index – Humbling the Soothsayers

Although advice given by stock market experts on TV is well-meaning and sincere, randomly created portfolios from top-picks of TV experts, fail to outperform the S&P/TSX 60 total return index. We conclude ANTYA’s low-cost asset allocation service is a much better option.

Canada: Budget 2016 – Righting a Listing Vessel

Budget 2016 highlighted very clearly that real income of 90% of Canadians has grown at less than 1% for 30 years. Thus fiscal initiatives will assist in mitigating some of the challenges facing a vast majority of Canadians.

The Immovable Federal Reserve – From Goldilocks to Shackles

“The Committee expects that economic conditions will evolve in a manner that will warrant only gradual increases in the federal funds rate; the federal funds rate is likely to remain, for some time, below levels that are expected to prevail in the longer run.”

Large Cap Equity Managers – The Struggles Continue

In 2015, amid plunging oil prices and a strengthening U.S. dollar, the S&P 500 Index delivered a total return of 1.38%. Nonetheless, in 2015, 66.11% of large-cap equity managers, under-performed the S&P 500.

OSC Reviews Active Management Strategies

While active equity or bond management doesn’t stand discredited, enough academic and rigorously research quantitative evidence exists, that asset allocation and low-costs are much more favourable for the small investor. Although active stock picking is definitely a placeholder for great conversation, and may have a place in a diversified and much bigger portfolio (portfolios greater than $1 Million) most investors are well served with ANTYA’s low cost Astute Asset…

A Lost Decade For Canadian Equities – Lower Costs Offer Panacea

In my view, Canadians will be better served via more competition and lower investing costs compared to anything else that the regulators/policy makers could propose. I believe that lower management fees, which enable investors to keep more of their accumulated and contributed capital, are a very important solution to the retirement savings conundrum and/or debate in Canada. In this instance, “A dollar saved is a dollar earned”, is not…

Asset Allocation Holds Fort

In our first issue, we discuss the contribution of asset allocation to portfolio performance and highlight that in the long-term, a portfolio comprising a judiciously chosen set of assets is more valuable, than actual stocks or bonds underlying those asset classes.
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