July 08, 2021
Impact investing seems to be the new buzz word, but what does it actually mean? Socially Responsible Investing (SRI), Sustainable Investing, Impact Investing or any other term you want to use is simply when your money is placed where it will have both a financial and ethical impact. In essence, it will ‘do no harm’. Think clean energy, smarter cities and the next generation. But does impact investing underperform conventional strategies or limit to only equity investments?
November 08, 2021
In recent times, there has been a significant pivot by governments, policymakers and business leaders to support environmental, social and governance (ESG) movements. Environmental and social change appears to be the new focus on many global agendas...
November 10, 2021
Private equity often attracts interest as investors seek alternative investment opportunities in more challenging market times. However it can be quite intimidating for individual investors due to the many barriers to entry. However, more recently, private equity products have become increasingly available to ordinary individual investors...
August 03, 2021
Sometimes something happens in my life that makes me think differently about the items we use everyday and how to best make an impact. Recently, that happened while I was tracking the water usage of my new house. I discovered something I wasn't expecting which made me think about one of the companies in my Impact Portfolio.
September 15, 2021
Increasingly, investors are prioritizing ESG components within their investment objectives. Have you considered integrating ESG factors into your own investing? Here are four reasons why it may be worthwhile...
June 07, 2021
I’m a bit house-obsessed at the moment as I just purchased a new home and have been trying to make it as green as possible. To save you the trouble of testing out all of those smart-home products out there yourself, I’m providing my favourites...
Apr 30, 2020
10 minutes into the U.S. relief program for small businesses reopening on Monday, the system had already crashed from being overwhelmed. That should give you a pretty real-time, scary, and accurate picture as to what’s happening within the North American economy right now. So, where do we go from here?
April 02, 2020
Over the past week, we’ve been proactively selling into the market rally, specifically U.S. securities to take advantage of the U.S. Dollar trading at higher highs versus the CAN Dollar. Speaking with many of you, I would term the previous week merely as a ‘sugar-high’ on the news of a stimulus and economic relief – and we’re already seeing it coming to an end. For those of you with young kids, like me, we all know how dramatic a sugar high ends. If you're holding onto cash, ready to deploy, our advice continues to be to hold onto your cash for the time being. Our research would suggest another sell-off to present itself in the coming weeks, setting a proper low within the markets, and giving us the opportunity of a lifetime to buy.
March 18, 2020
I wanted to take this opportunity to give you my insights into what we’re seeing within the financial markets, and how this compares to previous market meltdowns – specifically to the crash of 1987. There are two certainties during these times; 1) panic spreads faster than the virus itself, and 2) no one knows how long this will last, and what the economic impact it will have on the global economy. With that in mind, I don’t think the world is coming to an end, and maintain the view of most, that this too shall pass.
June 16, 2016
I met with a potential client the other day, and within a few minutes of seeing our portfolios, he said: “Well my performance is better than yours, so why would I need you?” He said it with such confidence that I was curious to learn more, and if it was actually true.
GENERATIONAL WEALTH MANAGEMENT AND FINANCIAL LEGACY FOR FAMILIES WANTING TO MAKE AN IMPACT
The Ludo Group