Fw: Bradley's Brief — Q1 2019

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On Thursday, April 11, 2019, 02:02, Steadyhand Blog <info@steadyhand.com> wrote:

View this email in your browser Bradley's Brief — Q1 2019 by Scott Ronalds From our Quarterly Report: The cover of last quarter's report read, "In weak markets investors should be raising their expectations for stock returns, not lowering them as is so often the case." In that report, we told you that we were shifting from defense to offense. Valuations were reasonable again and investor sentiment was extremely bearish. Both factors were conducive to good future returns. As it turned out, bond and stock markets rallied dramatically in the first quarter. To be clear, our more upbeat advice to clients and asset mix shift in the Founders Fund in no way anticipated this market turnaround. They were based on an improvement to our medium-term return expectations. Read Tom's full brief and the rest of our Report here. Read in browser » Recent Articles: That investment fees are falling is a popular narrative, but it's not the whole story These two global forces will shape your investing returns for decades to come Tax season State of the Union Don't get fooled into investing based on what's happening now — the future is all that matters Copyright © 2019 Steadyhand Investment Management Ltd., All rights reserved. You are receiving this email because you opted in at steadyhand.com. Our mailing address is: Steadyhand Investment Management Ltd. 1747 W 3rd Ave, Vancouver, BC, Canada Vancouver, BC V6J 1K7 Canada Add us to your address book unsubscribe from this list    update subscription preferences