A lot has changed…

Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.

April 8, 2024

RESULTS at a glance – 1Q24

Stocks have had a strong start to the year despite persistent concerns around inflation, which continues to sit above targets. Central bankers maintain that rate cuts are coming, but markets have nonetheless pushed 10-year yields higher as investors reset expectations around the future stimulus, with the uncertainty likewise bring gold […]
July 14, 2023

RESULTS at a glance – 2Q23

Stocks continued their strong recovery in the second quarter, thanks to a rally in tech (tied to generative AI) and lower inflation rates in Canada and the US. Still, with bond yields roughly flat and central bankers guiding for further hikes, recession fears remain high, something that has dragged down […]
April 4, 2023

RESULTS at a glance – 1Q23

Stocks saw a hearty rebound in the first quarter, in part thanks to easing inflation and speculation around a potential pausing, if not reversal, of rate hikes in the US (Canada has already paused its contractionary policy). Long-term bond yields in both countries have come down as a result. Recession […]
January 13, 2023

RESULTS at a glance – 4Q22

2022 was a brutal year for stocks, thanks to surging inflation and the resulting contractionary policies from central banks. Concerns of a recession have caused the US dollar to appreciate against the Loonie, while oil prices have moderated from their early-year highs, despite the invasion of Ukraine still hampering global […]
May 9, 2022

Navigating the Market Downturn

If you have been keeping an eye on the equity markets lately, then you are painfully aware that so far, 2022 has been a bumpy ride for stocks. Positions that felt untouchable during the pandemic have seen a material downward correction, and while Canadian markets have only seen a moderate […]
April 5, 2022

RESULTS at a glance – 1Q22

On February 24th, Russia invaded Ukraine, kicking off what’s been deemed the worst humanitarian crisis in Europe since the second World War. Oil, gold, and many other commodities spiked in price as investors anticipated supply chain disruptions, with Russia and Ukraine’s key role in a number of markets. At the […]
February 24, 2022

Russia Invades Ukraine – What It Means for Markets

After weeks of warnings from the US about Russia’s intentions to invade Ukraine, it appears America’s fear has become reality. Having already declared the independence of separatist regions in Eastern Ukraine, a move largely condemned by the global community, shelling has now been reported in Kyiv and locations throughout the […]
January 11, 2022

RESULTS at a glance – 4Q21

North American stocks were red-hot in 2021 thanks to a speedy vaccine rollout, stimulus, and high discretionary income, but yields have risen on expectations of rate hikes in 2022. The energy sector led the charge thanks to rising oil prices, although in Canada the performance did not translate into a […]