Gavin Graham ihas worked in investment management for over 35 years, beginning in London with leading firms Baring Brothers and Phillips and Drew. He then spent eight years in Hong Kong with Dresdner Bank and Citibank Asia as one of the first investors in emerging Asian markets before starting a specialist Greater China fund out of San Francisco. He became Chief Investment Officer at Canadian investment firm Guardian Group of Funds in 1999 and spent over a decade there selecting and monitoring investment managers, doing the same latterly for Guardian’s owner, the Bank of Montreal. He has co-authored two books on frontier Markets with Al Emid, Investing in Frontier Markets (2013) and Frontier Markets for Dummies (2014).

Articles

Gold rush!

By Gavin Graham (Published on 03-14-2025)

No repeat of 2024 performance for U.S. indexes

By Gavin Graham (Published on 02-13-2025)

Canadian banks’ eventful year

By Gavin Graham (Published on 01-10-2025)

Drill, dig, and develop

By Gavin Graham (Published on 12-13-2024)

Good news for Canadian banks

By Gavin Graham (Published on 11-15-2024)

REIT rallies

By Gavin Graham (Published on 10-18-2024)

Bullish on gold

By Gavin Graham (Published on 09-18-2024)

Easing rates spur bank sector

By Gavin Graham (Published on 07-18-2024)

TD tackles anti-money laundering failure

By Gavin Graham (Published on 06-14-2024)

Rate cuts to boost consumer discretionary stocks

By Gavin Graham (Published on 04-18-2024)

The dark side of passive investing

By Gavin Graham (Published on 03-15-2024)

The start of a new rate cycle

By Gavin Graham (Published on 02-16-2024)

Banks to benefit from lower rates

By Gavin Graham (Published on 01-19-2024)

Gold – the great diversifier

By Gavin Graham (Published on 11-29-2023)

Rate-hike roulette

By Gavin Graham (Published on 10-19-2023)

Bank stocks struggle with high-rate headwinds

By Gavin Graham (Published on 09-26-2023)

Fishing in the non-bank pool

By Gavin Graham (Published on 08-31-2023)

Bargain-shopping for U.K. stocks

By Gavin Graham (Published on 08-09-2023)

Energy play

By Gavin Graham (Published on 07-06-2023)

TD-First Horizon deal falls through

By Gavin Graham (Published on 06-23-2023)

Healthcare in the pink

By Gavin Graham (Published on 05-02-2023)

Time to go for the gold?

By Gavin Graham (Published on 03-24-2023)

Two stock picks to start 2023

By Gavin Graham (Published on 01-17-2023)

Investing in military preparedness

By Gavin Graham (Published on 11-22-2022)

Rarely-seen dividend yields on offer now

By Gavin Graham (Published on 11-02-2022)

Packaging up profits

By Gavin Graham (Published on 09-28-2022)

Inflation investing

By Gavin Graham (Published on 08-24-2022)

Market selloff opens energy opportunity

By Gavin Graham (Published on 07-20-2022)

A little shelter from the storm

By Gavin Graham (Published on 06-22-2022)

Central banks all aboard the rate hike train

By Gavin Graham (Published on 06-07-2022)

Defensive sectors rebound

By Gavin Graham (Published on 05-17-2022)

Catching the coming infrastructure spending wave

By Gavin Graham (Published on 04-19-2022)

Gold’s moment?

By Gavin Graham (Published on 03-16-2022)

Rotation to value

By Gavin Graham (Published on 02-23-2022)

Fad stocks fade as value makes a comeback

By Gavin Graham (Published on 02-09-2022)

Baking up some yellowcake

By Gavin Graham (Published on 01-27-2022)

Looking for income in the real estate places

By Gavin Graham (Published on 01-12-2022)

High valuations, inflation pose risks to stock market

By Gavin Graham (Published on 12-29-2021)

Central bankers wary of triggering a bear market

By Gavin Graham (Published on 12-15-2021)

Bank dividend hikes on the way

By Gavin Graham (Published on 12-02-2021)

Banks in Liberals’ tax crosshairs

By Gavin Graham (Published on 11-17-2021)

Gold: still the ultimate store of value

By Gavin Graham (Published on 11-03-2021)

Inflation becomes a nagging problem

By Gavin Graham (Published on 10-20-2021)

Winners and losers in real estate

By Gavin Graham (Published on 10-05-2021)

Seeing some energy in energy

By Gavin Graham (Published on 09-21-2021)

The rotation in market leadership

By Gavin Graham (Published on 09-09-2021)

The Fed’s inflation dilemma

By Gavin Graham (Published on 08-24-2021)

The unpleasant surprise of inflation

By Gavin Graham (Published on 08-10-2021)

Twilight of the FAANGs?

By Gavin Graham (Published on 07-20-2021)

The evolution of Berkshire Hathaway

By Gavin Graham (Published on 07-01-2021)

Did Elon Musk just signal a market top?

By Gavin Graham (Published on 06-10-2021)

Time to move out of overvalued sectors?

By Gavin Graham (Published on 05-27-2021)

Searching for undervalued tech stocks

By Gavin Graham (Published on 05-04-2021)