Browse through our various publications and discover why it's only our investment approach that's "boring."


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The Art of Boring Blog

Bayes for days: What to do with signal

We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem.

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Recent Articles

Into the Deep

As investors, our job is to move beyond well-lit and well understood areas and dive deep into the unknown.

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Bayes for days

Discussion Papers

Bayes for days: What to do with signal
Kara Lilly, CFA
We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem.

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Newsletter

Quarterly Investment Newsletters

Investment Newsletter | 1Q 2017

The themes that emerged in the fourth quarter of 2016 carried through to the first quarter of 2017. Confidence in the outlook for global economic growth continued to take hold, moving equity markets broadly higher. European and Emerging Markets were the leaders while the U.S. market achieved new all-time highs. Bond yields fluctuated over the last three months, with 10yr Treasuries and 10-yr Government of Canada yields ending the quarter with lower yields than where they started despite a Fed rate hike.

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