Our Webcasts

We are pleased to offer at the end of each quarter a recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. As well we are excited to be able to share our knowledge of the financial industry;  hear first-hand from our experts as they provide distinctive insights about personal wealth management and today’s financial services industry.

Recent Webcasts

Q3-2018 Quarterly Review

The first video in our series continues to feature a few interesting and curious things that crossed Brent’s desk during the quarter. Real Estate never ceases to amaze with cities still growing at rapid paces. Toronto, Canada leads North America for the # of cranes helping to grow the city. Another look at market domination both with Amazon having 50% of the e-commerce market and with Apple being the first company to reach 1 Trillion in valuation. Brent takes a walk through the Market Cap Milestone timeline dating back to 1781 when the first 1 million in valuation occurred.

In Part 2, Brent gives a high-level synopsis of the markets. He takes a look at how (1) US-China tariffs evolve as the trade wars advance, (2) energy prices rebound, (3) the bond yield curve continues to flatten, (4) emerging markets exhibit dramatic volatility and (5) the Bond/Equity correlation are showing a rare convergence. The key takeaways for portfolio positioning include: Inflation is going higher meaning rates will increase…Equities have upside but with similar downside risk… International stocks remain the most attractive…Never forget your defense and it isn’t time to be chasing returns and adding risk.

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. We remain in the “favoured zone”, positive on markets and staying invested. Our portfolio allocations remain unchanged; over-weighted internationally and underweight in Canadian equities. There were no trades this quarter and we are seeing some evidence of increased risk, therefore, some changes are anticipated for next quarter. Returns over the quarter were up 1.1% and 5.6% over the year.

Q2-2018 Quarterly Review

The first video in our series continues to feature a few interesting things that crossed Brent’s desk during the quarter. Ever wonder what market domination looks like? Google dominates the charts for internet searches! It sure has been a hot summer so far and this intense heat is not only hitting Ottawa – Brent shows a map of global temperatures. Then, what better way to combat heat than a cold beer! Check out the costs of these tasty beverages around the world! Lastly, after all that beer let’s burn some calories with the Tour de France, incredible cyclists competing every day for 3 weeks.

In Part 2 Brent gives a high-level synopsis of the markets. A look at interest rates, lower unemployment in the US and inflation trending higher which could turn into a risk for the economy; we think the Fed is behind the curve in terms of interest rate increases and Canada will need to follow suit to protect the value of the Loonie. Trade wars increased this quarter and we outline a few of the sectors at greatest risk with tariffs being placed on them. Dividend stocks underperformed and Bonds were flat. Canadian stocks had a good quarter, oil was up and gold had a weak quarter.

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. We remain in favour of markets and staying invested. Our portfolio allocations remain unchanged; namely over-weighted internationally, slightly over in the US and underweight in Canadian equities. We had no trades this quarter and are looking at increasing our alternative weightings soon in anticipation of potential downward movement in the markets. Returns over the quarter were up 1.9%.

Q1-2018 Quarterly Review

Part 1 Q1-2018

The first video in our series continues to feature a few interesting things that crossed Brent’s desk during the quarter. This quarter it is all about debt, although not a new topic, it remains a looming problem. Also featured is the future of farming automation and some justification for our investment interest in agriculture.

Part 2 Q1-2018

In Part 2 Brent gives a high level synopsis of the markets. The S&P dropped in value and we witnessed increased volatility. It is looking like there is a valuation adjustment taking place but we believe equity markets can refocus on strong earnings growth and strong economic growth and that they will deliver a positive return for investors in 2018.

Part 3 Q1-2018

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. We are in favour of markets and staying invested. The risk of a recession remains low. We continue to remain focused on asset allocation and quality businesses which will generate greater returns and allow you to achieve your goals.

Q4 2017

We are pleased to share with you the final quarterly review and commentary of the 2017.

The complete slide presentation is available for download here »

The first video in our series continues to feature a few interesting things that crossed Brent’s desk during the quarter. Specifically, Brent highlights some interesting, fun and enlightening facts such as:

  • outlining how many billion dollar “Unicorn” companies there are right now,
  • a spotlight on the Queen and her long reign that has outlasted 15 US presidents,
  • an interesting debt graphic showing that Canadians hold the highest household debt levels, and finally
  • asks whether you are getting enough sleep and what sleep deprivation can do to you.

Part 1 Q4-2017

In Part 2 Brent gives a high level synopsis of the markets. This quarter, similar to the rest of the year, has been very good for markets. Equity markets were amazing all around the globe, and we will see interest rates rising as a result. Currencies were a major factor in the performance numbers and we will continue to watch if a market correction is on the horizon. That said, the economic outlook looks good!

Part 2 Q4-2017

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. Similar to Q3 we remain in favour of equities; there is a “green light” with some concerns. Equities remain overweight and the fixed income model did very well even though bonds were down. We continue to remain focused on asset allocation and quality businesses which will generate greater returns and allow you to achieve your goals.

 

Part 3 Q4-2017

Q3 2017

We are pleased to share with you our the quarterly review and commentary of the third quarter of 2017.

The complete slide presentation is available for download here »

The first video in our series continues to feature a few interesting things that crossed Brent’s desk during the quarter. Specifically, Brent highlights a very interesting visual depiction of what the 20 Trillion US debt level looks like if you were to stack $100 bills. It’s staggering. Also highlighted is the housing market and the benefits this industry has seen due to central bank actions (i.e. buying debt out of the market, lowering interest rates, etc) and the draws attention to the recent trend reversal in Toronto housing growth rates. This might be the sign of a larger change in direction?

Part 1 Q3-2017

In Part 2 Brent gives a high level synopsis of the markets. This quarter, similar to the previous 2, has been very good for markets. We saw 2 headwinds; rising interest rates and a currency swing with the CAD rising dramatically. People often ask; is there going to be a market correction? We continue to watch for indicators of this and some of these include: typical signs of a recession, the Purchasing Managers Index and company earnings levels. Time will tell, but we are pleased with the outlook ahead.

Part 2 Q3-2017

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. We remain in favour of equities, with some concerns about mid-term volatility. We are confident in the positions we own but have made a few adjustments to US equities and added to the Alternative models with some risk reducing strategies to further insulate portfolios for this mid-term market volatility. We continue to remain focused on asset allocation and quality businesses which will generate greater returns and allow you to achieve your goals.

Part 3 Q3-2017

Q2 2017

We are pleased to share with you our the quarterly review and commentary of the second quarter of 2017.

The complete slide presentation is available for download here »

The first video in our series continues to feature a few interesting things that crossed Brent’s desk. This quarter highlights Canada’s rating with respect to global positive influence, the top 5 tech companies and an interesting fact about their revenues and some really cool visuals of the world’s population density.

Part 1 Q1-2017

In Part 2 Brent gives a high level synopsis of the markets, focusing on Canadian, US and Global equity markets, Oil, and Gold. Looking at the BIG picture as a segue to our portfolio performance. Volatility remained low and long-term investors are positioned to receive positive returns. Staying invested is important, history shows this – have a look.

Part 2 Q1-2017

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. We remain in favour of equities, with some concerns. We review some trade information and highlight “what you own” and continue to focus on asset allocation. We are invested in good businesses and continue to recommend that our clients remain invested for the long-term, which will generate greater returns and allow you to achieve your goals.

Part 3 Q1-2017

Archive Webcasts and Seminars

Q4 2016

The complete slide presentation is available for download here »

Part 1 Q4-2016
The first video in our series highlights a few interesting things that crossed Brent’s desk this quarter, including whether there is a new tech bubble forming and a curious analysis of Olympic medals in Rio.

 

Part 2 Q4-2016In Part 2 Brent explains the market movements in the quarter. Global politics (Brexit, elections etc.) were unpredictable to say the least, and market volatility corroborated this. We saw a return of uncorrelated asset pricing, which is encouraging.

 

 

Part 3 Q4-2016The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models. Diversification has become a very important theme again, and you’ll see how our portfolios are designed to benefit from this.

 


Q3 2016

The first video in our series outlines what happens in an “internet minute” and how fast things move these days.  In Part 2 Brent explains the market activity in the quarter. We saw: strong performance in Canada, continued strength in bonds and we looked ahead at what the US election might bring. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models.

The complete slide presentation is available for download here »


Q3-16 Quarterly Review – “Interesting Facts”

Q3-16 “Markets Overview”



Q3-16 Portfolio Strategy & Performance

Q2 2016

The first video in our series is an overall look at current events related to markets and the economy. Brent takes a look at real estate in particular, renting vs. buying and why you should pay down debt while rates are low. In Part 2 Brent explains the market activity in the quarter. Although it was a strong start, it ended with volatility and of course BREXIT. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models.

The complete slide presentation is available for download here »


Q2-16 Quarterly Review – “Current Events”

Q2-16 “Markets Overview”



Q2-16 Portfolio Strategy & Performance


Q1 2016

We are pleased to share with you our latest market commentary of the first quarter of 2016. The first video in our series is an overall look at current events related to markets and the economy. In Part 2 we show how the year started off in a bear market but then shifted to a bull market midway through the quarter, much to the surprise of many traders…many of whom were heading for the exits. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models. You’ll see how we did quite well during a volatile period of time.


Q1-16 Quarterly Review – “Current Events”

Q1-16 “Markets Overview”



Q1-16 Portfolio Strategy & Performance


Q4-2015 – 3 part series.  The first video in our series is an overall look at the markets in the final quarter of 2015, the second video is the Vandermeer Wealth Trade Summary showing how our downside protection is working and that we are positioned well for recovery.  The final video in our series describes our view of the first quarter of 2016 which is already shaping up to be an incredible one with the market being officially a BEAR market and that it is all about “time IN the market”, not “timing the market”.


Q4-15 Portfolio Overview Webcast

Q4-15 Trade Summary Webcast



2016 Looking Forward Webcast



Q3-15 Portfolio Strategy Review Analysis Webcast

Q2-15 Portfolio Strategy Review Analysis Webcast



Q1-15 Portfolio Strategy Review Analysis Webcast

Vandermeer Wealth Management Asset Allocation Process