Chairman's Commentaries
On a quarterly basis, our Chairman provides an assessment of macro factors and trends in the global economy, an analysis of the current state of the world economies, insights on key issues and impacts on financial markets and for investments.
Investment Insights
2019
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July 9
TFSAs and the Value of Compounding
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July 9
Proper Planning for the Trillion Dollar Inter-Generational Wealth Transfer
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February 20
Why tax and estate planning is important in wealth management
2018
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November 22
Investing Between a Rock and a Hard Place
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November 7
Investing with Discipline
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October 22
Investment Insights from our CIO
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June 9
Today’s Landscape and Opportunities in Canadian Pipelines and Midstream Companies
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May 19
Changing of Chairs: Styles of Central Banker and Rate Cycles
North American Strategy Reviews
2019
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July 8
North American Equity Strategy Review
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April 5
North American Equity Strategy Review
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January 8
North American Equity Strategy Review
2018
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October 11
Third Quarter Strategy Review
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July 11
Second Quarter Strategy Review
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April 11
First Quarter Strategy Review
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January 15
Year End Strategy Review
2017
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October 13
Third Quarter Strategy Review
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July 10
Second Quarter Strategy Review
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April 12
First Quarter Strategy Review
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January 12
Year End Strategy Review
Global Reviews
2019
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July 5
Global Strategy Second Quarter Review
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April 10
Global Strategy First Quarter Review
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January 8
Global Strategy Year End Review
2018
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October 11
Global Strategy Third Quarter Review
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July 6
Global Strategy Second Quarter Review
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April 11
Global Strategy First Quarter Review
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January 12
Global Strategy Year End Review
2017
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October 12
Global Strategy Third Quarter Review
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July 12
Global Strategy Second Quarter Review
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April 12
Global Strategy First Quarter Review
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January 10
Global Strategy Year End Review
Income Reviews
2019
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July 5
Income Strategy Second Quarter Review
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April 9
Income Strategy First Quarter Review
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January 4
Income Strategy Year End Review
2018
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October 5
Income Strategy Third Quarter Review
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July 6
Income Strategy Second Quarter Review
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April 18
First Quarter Income Strategy Review
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January 16
Income Strategy Year End Review
2017
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October 13
Income Strategy Third Quarter Review
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July 14
Income Strategy Second Quarter Review
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April 12
Income Strategy First Quarter Review
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January 20
Income Strategy Year End Review
Newsletters
Kipling Funds
The Kipling Funds are a group of alternative strategies which make up the core component of our clients’ portfolios. Our Kipling pools provide exposure to the world’s largest, most diverse and liquid equity markets, emphasizing growth, dividends and income.
Within the Kipling family we invest in a diverse array of businesses. We select companies that are superior allocators of capital who consistently generate high profitability for shareholders. As their businesses change we adjust our exposure according to market conditions.
Our selection of Kipling pools and their flexibility allow us to control risk while seeking higher returns on a risk adjusted basis. A variety of investment possibilities are available to the Kipling managers, allowing them to have the flexibility to go short equity and bonds, use leverage and option strategies in efforts to generate superior risk adjusted returns.
2019
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June 30
Kipling Monthly Income Fund
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June 30
Kipling Global Enhanced Growth Fund
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June 30
Kipling Global Enhanced Dividend Fund
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June 30
Kipling Canadian Enhanced Dividend Fund
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June 30
Kipling Strategic Income Fund
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May 30
Kipling Strategic Income Fund
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May 30
Kipling Canadian Enhanced Dividend Fund
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May 30
Kipling Global Enhanced Dividend Fund
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May 30
Kipling Global Enhanced Growth Fund
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May 30
Kipling Monthly Income Fund
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April 30
Kipling Strategic Income Fund
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April 30
Kipling Canadian Enhanced Dividend Fund
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April 30
Kipling Global Enhanced Dividend Fund
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April 30
Kipling Global Enhanced Growth Fund
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April 30
Kipling Monthly Income Fund
