When it comes to investing and real estate, many clients who are purchasing property or real estate ask whether they are better off borrowing money from the bank or selling their investments to make these types of purchases. This is a common dilemma that many investors face when trying to balance their real estate investments […]
The promising start to 2023 continued for investors in April as stocks posted more gains, bond yields were stable and inflation cooled again. Read the April 2023 Market Commentary here. Here’s a summary of the main events that steered the markets. Monthly market developments Equity markets ended higher for the second month in a row. […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President, Sales & Wealth Services, CI Assante Private Client and will feature Kevin McSweeney, Senior Vice-President, Portfolio Manager & Head of Canadian Equities, CI Global Asset Management. In this webcast, […]
It is a fact that tax implications are an inevitable part of financial decision-making. However, many individuals struggle to grasp the nuances of tax regulations and often find themselves at a loss when it comes to minimizing their tax exposure. In this article, we would like to share a case of our clients. We believe […]
By Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. On the Edge of Recession 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, rising rates have led to cooling restate demand as […]
The fourth quarter started well for investors, with Canadian and U.S. stocks up over 10% in the first two months and bond prices rebounding, but the rally faded in December and the year ended disappointingly. COVID-19 and market developments Despite a few good trading days, Canadian, U.S. and global equities dipped through December, dashing hopes […]
Investors had a lot to feel optimistic about in November as equity markets rallied again, inflation continued cooling and the Fed signaled rate increases might be slower and smaller as we head into 2023. Market developments U.S., Canadian and global equities carried their promising momentum from October into November, posting back-to-back monthly gains with the […]
October was a better month for investors as equity markets rallied defiantly despite ongoing news headlines about rate hikes, inflation and mixed earnings from major U.S. tech and banking companies. Market developments U.S., Canadian and global equities bounced back from a disappointing Q3, rising through the month before dipping on the final day as investors […]
In light of recent market volatility, we invite you to attend a special occurrence of our Assante Wealth Matters webcast, providing timely investment and global market updates. Hosted by Gordon Gouinlock, Senior Vice-President, Sales and Wealth Services for CI Assante Private Client, this session will feature Stephen Lingard, Senior Portfolio Manager and Head of Investment […]
Inflation and the Fed’s commitment to fighting it with rate hikes dominated financial headlines and preoccupied investors during August. Here’s a summary of the notable events that steered the markets. Market developments Equity markets started August with momentum from the previous month and peaked on positive inflation news before fading as the Fed reiterated it […]
