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Insights

After 15 years of cheap money, bond investors are sending governments the bill. What this means for stocks, real estate, and your portfolio. 

Return of the Bond Vigilantes  

Is AI a Transformational Technology, a Bubble or Both? 

Double, Double Toil and Trouble

Lessons from Newton, the dot-com bubble, and today’s concentrated markets

The Madness of Crowds

Will an Asymmetric War Trigger a Minsky Moment?

Mean Reversion: Why Markets Don’t Stay Extreme Forever 

John Nicola reviews recent performance trends in Canadian and U.S. real estate markets, compares Nicola Wealth’s real estate funds to relevant indices, and discusses factors influencing long-term investment outcomes.

Real Estate Investing: Is the Glass Half Full or Half Empty?

John Nicola breaks down Section 899 in the latest U.S. budget and examines what it could mean for Canadians and other foreign investors with U.S. holdings

A Spanner in the Works – Section 899

Markets are roaring back, but they also did in 1930. This article explores the cautionary signs behind the recent market surge and how high-net-worth investors can preserve and grow capital through tactical diversification and reliable income; principles Nicola Wealth has long supported.

Dead Cat Bounce or Real Recovery? Lessons from 1930

John Nicola explains why real estate remains a distinct and resilient asset class. From its historical roots to its role in today’s portfolios, he explores how real estate can provide long-term income and stability for investors.

A Brief History: Why Real Estate Is Different, and Built for Resilience

Analysts say the Liberal government will prioritize economic support and US tariff deal. 

Carney’s Election Win Opens Doors to Fiscal Stimulus, Trade Talks | Morningstar

Outlook 2025 features insights from Nicola Wealth’s professional asset management and planning teams to help you make informed decisions with clarity and confidence.

Defense by Design: Nicola Wealth Outlook 2025 

John Nicola examines the proposed Mar-a-Lago Accord and what it could mean for the U.S. dollar, global debt markets, and Canadian investors.

Mar-a-Lago Accord: A Bridge Too Far

John Nicola examines the market fallout from U.S. tariff policy, the sharp rise in bond yields, and what ultimately triggered a policy pause by the Trump administration.

Tariffs, Markets and the Trump Cave-In

A timely discussion on shifting U.S. policy, global uncertainty, and what it could mean for Canadians.

Tariffs, Trade, and What’s Ahead for Canada: A Conversation with John Nicola and David Frum

One portfolio manager says defensive positioning and diversification is key, no matter your age.

Market Mayhem and What It Means for Millennial, Gen Z and Baby Boomer Investors | Financial Post

John Nicola explains why mean reversion in equity returns should have advisors looking at total returns.

Trump-Induced Volatility Might Be Hiding a Deeper Need to Rethink Portfolios | Wealth Professional

John Nicola, CEO and CIO of Nicola Wealth, examines the market impact of recent U.S. tariff changes and highlights the importance of risk management in today’s evolving economic landscape.

Liberation Day: The Trade Battles Begin

John Nicola aims to objectively analyze what Trump is trying to accomplish with tariffs, the economic implications of his policies, and how they may impact markets. 

Navigating the Trump Era: Economic Realities and Investment Strategies

Stocks fall as tariffs raise recession fears.

US-Canada Tit-for-Tat Tariffs Rattling Markets | Morningstar

Bond investors are getting a little more concerned about the outlook for automakers that could see their bottom lines hit by U.S. tariffs.

American Carmakers Face Credit Pressure as Trump’s Tariffs Near | Bloomberg

Ben Jang, Portfolio Manager, analyzes U.S.-Canada trade relations, including recent developments in tariff negotiations and their potential impact on investors

Investing Matters: The Impact of Trump’s Tariff Threats on Canadians

Analysts say tariffs are coming, but the details will hold crucial clues for investors.

What Investors Should Watch For if Trump Tariffs Are Announced Next Week | Morningstar

Follow our insights as we navigate a rapidly changing environment of uncertainty marked by shifting U.S. policy, international trade reaction, and strategic investment approaches.

From the Desk of John Nicola

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
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