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 […]
Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update below from Alfred Lam, the Senior Vice-President and Chief Investment Officer of CI Mult-Asset Management, we explore five key considerations for a solid long-term investment philosophy. When the markets are choppy, it’s easy to get […]
Lingering inflation, tightening central bank policy, high oil prices and geopolitical tensions remained top of mind for investors in May. Here’s a summary of the notable events that steered the markets. Market developments After seven straight weeks of collective declines, U.S., Canadian and global equities rebounded in the last week of May, with the S&P500 […]
Investors continued to grapple with sticky inflation, tightening central bank policy, high oil prices and geopolitical tensions throughout April. Here’s a summary of the notable events that steered the markets. COVID-19 and market developments U.S., Canadian and global equities swung back and forth on market volatility, one moment bullishly coping and the next turning bearish, […]
U.S., Canadian and global equities ended Q1 positively, posting gains in March, but for the overall quarter, markets were mixed. Geopolitical tensions, rising oil prices, high inflation, supply chain disruptions and central bank policy weighed on the S&P 500 Index, Nasdaq, Dow Jones, MSCI EAFE Index and global indexes. The energy-rich TSX Composite Index, on […]
