What’s After the Storm?
When the markets are choppy, it’s easy to get distracted by each new wave of information. But rather than getting caught up in the storm we should be looking to the horizon for what’s coming next. In this update we will be moving away from the immediate challenges – which are unlikely to change in […]
It Is a Tougher Game When Central Banks Turn Hawkish
Market performance The S&P 500 Index moved aggressively following the 8.6% inflation print announced on June 10. On a year-to-date basis, the index is 21.6% lower, even though corporate earnings have reached new highs. On forecast earnings of $225 for 2022, it is trading at a 16.6x price-to-earnings (P/E) multiple. This level is fair valuation […]
Concerned about Inflation?
Recently, Canada’s inflation rate climbed to a 30-year high. While that affects our cost of living with goods and services getting pricier, rising inflation also impacts our investments. The good news is that inflation is already one of the potential investment risks that money managers and advisors monitor and respond to, as needed. Impact on […]
Assessing the Opportunities of Choppier Markets Requires Active Decisions
As we entered 2022, capital markets have gotten a lot choppier. The core bond markets, as measured by the FTSE Canada Universe Bond Index, lost 3.4% in January. While the global stock markets, as represented by the MSCI World Index C$ declined 4.9% for the same period. Canada fared better due to rising oil prices […]
Rising Inflation Inevitably Leads to Bank Rate Hikes
Inflation and interest rates continue dominating news headlines as we begin 2022. Supply chain disruptions and higher oil prices have contributed to inflation recently topping 7% in the U.S. and 4.7% in Canada. It’s widely expected the Fed and Bank of Canada will raise interest rates soon to combat inflation. Senior Vice President and Chief […]
2022 Multi-Asset Outlook
As we enter 2022, we will once again follow the custom of sharing our market outlook for the coming year. Our expectations for 2021, strong equity performance and challenges for fixed income, came to fruition. We believe the first and second halves of 2022 will be quite different in terms of volatility, opportunities and sector […]
Responsible investing is also smart investing
Today, more and more investors have greater expectations from the companies they invest in. It’s about more than companies turning a profit – it’s about how they do it. Are they protecting or harming the environment? Are they respecting or disregarding human rights? Investors want to know that companies are good corporate citizens. Investment management […]
When’s the best time to invest?
The year just ended demonstrates how different investors can react to the same market conditions. Starting in early 2021 and well into the summer months, stock markets surged overall. Some people wondered if they should boost their investment amounts to capitalize on the booming markets. But others worried about buying into the market at all […]