Riding the Wave and Knowing When to Rebalance
The public market can be volatile. The S&P 500 was down 20% in 2022 and down 40% in 2008. Many investors think they will be fine by riding out this volatility. What is important to remember is that it is not absolute returns we should be monitoring, it is riskadjusted returns. The S&P 500 is up 13.3% year-to-date. Not bad. But how much risk did investors take to get that return?
Recent Volatility in the Public Stock Markets
The past several weeks have delivered a dramatic reminder of how quickly sentiment can shift in the public stock markets. Investors have faced sharp declines, historic rebounds, and an ongoing sense of uncertainty as policy changes, economic data, and global events continue to shape the investment landscape.
Rethinking Liquidity: Why Private Equity Is No Longer Optional
A client’s traditional portfolio returned just 1.2% in three years—Waverley investors earned double digits. The wealthiest allocate 55% to private investments, yet most advisors ignore them.
The Interest Rate Trap: How Rising Rates Are Shaping Canada’s Housing Market
Soaring rents and limited supply present a prime real estate opportunity. Waverley connects investors to high-growth housing investments—learn why now is the time to act.
Why We’re Bullish on Real Estate—Even in a High-Rate Market
Real estate remains a stable, high-growth investment despite market uncertainty. Discover how Waverley’s multi-family developments and REITs in key regions are driving strong returns and long-term growth.