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Market Commentary & Insights

Market Commentary & Insights

Wednesday, July 18, 2018| Market Commentary

(2nd Quarter 2018) Challenges in the quarter Despite continued trade dispute chatter, North American equity markets finished the quarter in positive territory as investors focused on strong sales and earnings growth in the region. In Europe, political concerns in Italy bubbled to the surface as anti-Euro parties gained strength, creating concerns about more ‘exit’ talk like...

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Thursday, May 24, 2018| Investments & Finances

Over the years I’ve thought of various ways to ask clients what they plan to do in retirement; or, what are they retiring to, as we know what they are retiring from. Very few people consider what they are retiring to, but I can guarantee, everyone knows what they are retiring from. Recently, I attended...

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Wednesday, May 16, 2018| Market Commentary

(First Quarter 2018) In contrast to the relative market calm of 2017, volatility returned to equity markets in the first quarter of this year. Most global markets dropped sharply in early February, with some falling into correction territory (a decline of 10% or more). The initial decline was apparently due to market participants’ concern about...

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Thursday, January 18, 2018| Market Commentary

(January 2018) Most global equity markets registered healthy results in the fourth quarter of 2017, capping off a strong showing for the year as they responded to encouraging economic data, low interest rates, tepid inflation and expanding corporate activity. The MSCI World Index, which measures equity results in 23 developed markets around the world, added...

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Wednesday, January 17, 2018| Economic Forecast

The annual Economic Club of Canada’s economic forecast event followed by a meeting with Manulife’s asset allocation strategist is as follows. Overview The 2017 momentum is expected to carry over to 2018. Anticipated industry led investment spending started in 2017, particularly in the US and this was before tax reform. Global economic expansion outlook appears...

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Tuesday, October 17, 2017| Market Commentary

(October 2017 ) Challenges in the quarter We’ve seen tensions increase in the North Korean peninsula and the Middle East and ongoing drama from the United States. You’d be forgiven if you thought the increased drama had negatively affected global equity markets. Equity markets can move up or down each day for many reasons but...

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Wednesday, August 30, 2017| Uncategorized

I struggled a bit to settle on a topic for my blog. As summer flies by with it’s myriad of world events, often sobering, I thought a more philosophical approach would be better than singling out any single event to discuss. Recently read an interesting 2nd Quarter review by Tye Bousada, a portfolio manager with...

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Wednesday, July 12, 2017| Market Commentary

(July 2017) This past quarter exemplifies what investors should consider regarding their portfolios. We’ve seen tensions increase in the North Korean peninsula and the Middle East, and continued drama from the United States. You would be forgiven if you believed the increase in drama had negatively impacted global equity markets. Equity markets can move up...

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Monday, June 19, 2017| Financial Planning

Cam L. and I had the opportunity to attend the annual CIFP conference in Ottawa this year. The conference hosted over 500 certified financial planners from across the country, topics ranged from the current state of the economy, where opportunities lie over the next year, and some of the more important planning matters in today’s environment....

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Tuesday, April 18, 2017| Federal Budget

On March 22, 2017, Finance Minister Bill Morneau tabled his second federal budget since the Liberal government’s election in October 2015. As part of our commitment to provide you with timely information, I have attached a link with a prepared summary of key items introduced in the budget. The summary discusses proposed changes that impact...

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