Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
The Wisest Investment
May 2026
Expert strategies and tips to help prepare the next generation for the inheritance economy. What’s one of the best, most forward-thinking investments you can make right now? Preparing for...
The Power of Starting Early
May 2026
Exploring investment and insurance strategies for minors and young adults. It’s never too early to start investing or to think about financial priorities. That was the resounding message at...
2025 ESG Report
The Journal | March 2026
At Burgundy, ESG considerations are a natural extension of our long-term investment approach and are reflected in our investment priorities, including active engagement with portfolio companies and a...
The AI Reset
March 2026
Market volatility has been elevated recently amid shifting economic conditions and evolving geopolitics. Beneath the surface, investors have also been reassessing parts of the technology space based o...
The Inheritance Economy
March 2026
Unpacking how the Bank of Mum and Dad has changed the way younger generations live. As tax season wraps up, many Canadians may have contributed to a First Home Savings...
Minerva: Issue 9
Minerva | February 2026
Even after earning degrees and building meaningful careers, many younger Canadians are finding financial independence harder to achieve, as milestones like home ownership slip further out of reach. ...
2025 in Review
The Journal | January 2026
Mathew Harrison, Head of Burgundy’s Private Client Group, sat down with Burgundy’s CIO Andrew Iu to reflect on a year shaped by tariff tensions, AI enthusiasm, surging gold...
PDF: A Different Game
The View | December 2025
Amid ongoing chatter about a potential bubble, Richard Rooney explores how today’s market environment compares with the last confirmed instance 25 years ago. If 2000 was a game of checkers, 2025 is...