Monthly Perspectives

Right now, there is likely at least some area of the global economy or markets that can fit any narrative. For the more optimistic, signs of sustained economic growth, stabilizing inflation, and declines in interest rates create a general environment that is supportive of…

The macroeconomic narrative has generally turned for the worse in the last few months as the dataflow provides indications of a softening in global growth momentum, while anecdotes of rising hardship and related risks are becoming more frequent in the media.

Bobby Bonilla was a very good but not “Hall of Fame” calibre baseball player whose career took off with the Pittsburgh Pirates in the early 1990s as one of the “Killer Bs” with teammate Barry Bonds (before Bonds’ association with Bay Area Laboratory Co-operative).

It’s fair to say that recent trade headlines have been of the “less bad” variety. US-China trade tensions came off the boil with a 90-day delay in implementing the more stringent tariffs that were announced back in April. …

It has been a volatile last 100 days against the heightened uncertainty surrounding US economic policy and the highly unpredictable nature of the related decisions.

Coming out of the Financial Crisis, the past 15 years have been a wonderful span for anyone invested in the US stock markets.

One of the more interesting developments in financial markets over the last few months is that, despite the significant and growing potential for changes in US economic policy to negatively impact Canada, domestic stocks and bonds have held up remarkably well. Case in point,…

‘tis once again year-end and things are okay,with stock markets up in a material way. And though the tide may not be lifting all boats,far more stocks than just seven are hitting high notes. So, solid gains have been registered all over the earth,broadly…

World equity markets have seen some sizeable moves in recent weeks. Investors observing these shifts may feel tempted to quickly enter and exit the market to avoid major losses and capitalize on sharp rallies.

For those who tuned out the financial news to enjoy the warm summer weather, it would appear that it was a quiet August for markets.

In the face of price swings, investors are well served to remind themselves of the Rolling Stones’ classic, “Time is on my side.”

Don’t be buying a plutonium fission reactor powering a flux capacitor to launch your DeLorean to manage your portfolio. Instead, take a moment to read this for a good summary of the past, present and maybe the future of markets.

It is notoriously difficult to beat the performance of broad equity market benchmarks, and keeping up with the market becomes even more difficult when performance is narrow rather than broad.

Don’t be buying a plutonium fission reactor powering a flux capacitor to launch your DeLorean to manage your portfolio. Instead, take a moment to read this for a good summary of the past, present and maybe the future of markets.

Money market funds have experienced a surge of inflows in recent years.

Tis once again almost year-end and time to review the tumultuous past months that saw more than a few…

At end of Q1’23, consumers accumulated record savings of C$2.06T in currency and deposits. Fixed-term deposits (i.e., GICs), have also spiked and stand at C$647B, also a new record.

A goal for putting idle money into financial markets is to generate returns. Placing $1 under a mattress today is unlikely to buy the same goods next year.

“Time in,” not “timing” the market is the key to building wealth in the long-run — markets may lose their footing temporarily, but history shows they [gain] traction again.

Once again, a last-minute deal to raise the US debt limit and avoid a default has been reached. While this game of political “chicken” seems to occur with regular frequency