Headline inflation has been the single biggest macro factor affecting financial markets over the past 18 months due to the resulting impact on global monetary
My career began within the financial services group at Ernst & Young and while three years of rigid audit tasks left little room for creativity, they provided a
The battle between slowing overall economic activity and stubborn inflation continues to rage in most geographies. Central banks in these regions have increased
When markets have been below their peak for some time, it’s helpful—psychologically and financially—to keep in mind that down markets have always been followed
The misdirect
Investors began the year with an extremely optimistic belief that an economic soft landing would be achieved in the U.S. with cooling inflation
The Bank of Canada and US Federal Reserve hiked interest rates this year. Many hoped that this aggressive move would cool inflation. However, this did not prove
The October U.S. CPI, as reported at an annualized rate below 4%, leads to some hope that the Fed’s hiking has been effective, and rates are close to terminal
It’s a challenge no one minds facing: determining what to do if a lump sum comes your way. With a smaller windfall, the decision often focuses exclusively on
It’s only human nature to want to take maximum advantage of a bull market and resist investing in a bear market. But our natural inclinations aren’t always the
It is December, we think about family, celebrations, food and for us in the investment industry, the investment outlook for 2023. We can attempt to predict
Recession seems to be the dominating topic for 2023. The depth of recession and what may trigger it could be different from country to country. In Canada
Investors’ appetites have increased as we entered 2023. Generally, at asset class level, the larger the loss in 2022, the larger the gain (recovery) in 2023