Category: Authored by Keith McLean

• 07.01.22 – Commodities in Inflationary Times

  The research that Viewpoint has been publishing on inflation and the benefits of commodities in portfolio construction caught the eye of Christina Varga, Editor of Postmedia’s Canadian Family Offices, a thought leader in topics of interest to ultra-high-net-worth Canadians. Viewpoint would like to thank Christina and David Israelson for highlighting some of the work that myself and Scott Smith, CFA, have…

  investedvip

  July 4, 2022

  Authored by Keith McLean

• 06.03.22 – Our Brains Ship Without a Reverse Gear

  You’ve been experiencing headaches and dizziness for the past few weeks, and eventually, you decide it’s time to pay the doctor a visit. Your doctor is stumped, and after a few unsuccessful remedies, they decide to test you for a rare blood disease that affects .01 percent of the population. The test that they recommend…

  investedvip

  June 10, 2022

  Authored by Keith McLean, Uncategorized

• 06.03.22 – Breakfast, BBQ and Riots

  Reading this blog post titled “Commodities for Breakfast” from the S&P Global Indexology Blog, I could not help but think that the S&P GSCI Dynamic Roll Breakfast index was providing a solution to a problem that almost no one had. As proudly stated by S&P, there is now “a reliable and publicly available benchmark for the performance of the most…

  investedvip

  June 10, 2022

  Authored by Keith McLean, Uncategorized

• 04.08.22 – Zero COVID: A Near Term Inflationary Risk

  

  Regular readers may notice a trend in my recent articles, I am worried about inflation, and I continue to focus on China as a significant contributor to longer-term inflationary risks. As highlighted in Water: An Inflationary Risk to the Global Supply Chain, China is the world’s manufacturing superpower. When we shared this piece in January, we…

  investedvip

  April 11, 2022

  Authored by Keith McLean

• 02.25.22 – “FOMC – potential policy misstep”

  FOMC Gymnastics and a Potential Policy Misstep Author: Keith McLean — Executive Vice-President With a very difficult start to 2022 for both equity and fixed income markets, investors have been reminded of the adage “Don’t fight the Fed.” Dr. Martin Zweig is largely credited with coining this phrase in his 1970 book, Winning on Wall Street, in which…

  investedvip

  February 24, 2022

  Authored by Keith McLean

• 01.28.22 – “water: a global supply chain risk”

  Water: An Inflationary Risk to the Global Supply Chain Author: Keith McLean — Executive Vice-President Since the beginning of the COVID crisis in late 2019, China’s important role within the global supply chain has been reinforced on numerous occasions. We have read news stories about impacts to healthcare, packaging, auto manufacturing, computers, and every industry in between.…

  investedvip

  January 31, 2022

  Authored by Keith McLean