Market updates

Q4 2023 | Market Update

Equities and bonds finished 2023 with robust gains expecting a rate cut from the U.S. Federal Reserve (the Fed) in early 2024.

Q4 2023 | Market Update

Equities and bonds finished 2023 with robust gains expecting a rate cut from the U.S. Federal Reserve (the Fed) in early 2024.

  • March 28, 2023

    Federal Budget 2023

    Federal budget 2023 includes green tax credits, measures to make it easier to use RESPs and RDSPs, and benefits to help lower income Canadians fight inflation.

  • March 15, 2023

    Silicon Valley Bank and U.S. Regional Bank Fallout – What it means for Canadian investors

    Canadian markets turned volatile recently due to bank runs in the U.S. Despite the market turmoil, we encourage Canadian investors to stay invested. While bank runs may have limited direct impact on Canadian economy, the U.S. Federal Reserve’s interest rate decision could dictate the tone for Canada.

  • February 28, 2023

    Why it’s vital to consider low probability investment risks

    At times, investors tend to underestimate risks that seem unlikely to happen. But potentially high impact risks that have a low probability of occurring are important to consider while building and managing portfolios. Here is a list of such risks that markets could encounter in the short to medium term.

  • February 15, 2023

    Why interest rates may stay higher for longer than markets expect

    2023 has just  begun, but so far inflation and interest rates continue to dominate business headlines. Central banks around the world are deliberating what to do next after relentlessly raising interest rates to fight off the highest inflation we’ve seen in the last 30 years. Rate hikes have affected all asset classes and left investors with few places to hide. Inflation, although likely passed its peak, remains elevated and it could be a while until it’s under control.

  • January 13, 2023

    Q4 2022 | Market Update

    Rapid interest rate hikes reset valuations for major asset classes in 2022. We expect the focus to turn to concerns about growth and earnings slowing down in 2023. 

  • December 21, 2022

    Bonds: the worst is behind us

    After a horrendous 2022, bonds look poised for a better year in 2023. We think high quality bonds and their income potential could help portfolios overcome volatility in the year ahead.

  • December 07, 2022

    2023 corporate earnings may be in trouble as consumers lose confidence and inflation fades

    Following the pandemic, most consumers face soaring living costs, job uncertainty and declining home and/or portfolio values. It’s clear that our economy is confronting a big headwind.

  • November 04, 2022

    Federal Fall Economic Statement 2022

    Here is a summary of the Federal Fall Economic Statement 2022, that was presented by Minister of Finance, The Honourable Chrystia Freeland, on November 3, 2022. This is a summary of the measures affecting individuals and businesses.

  • October 28, 2022

    As the Bank of Canada slows the pace of rate hikes, high quality bonds may offer a haven

    Following the central bank’s smaller than expected rate hike, we favor high quality bonds as Canada’s outsized housing sector and ballooning consumer debt test its aggressive tightening efforts.

  • October 26, 2022

    Q3 2022 | Market Update

    Market’s rollercoaster ends Q3 with a sharp decline amid central banks commitment to higher rates for longer