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 […]
What does “mark-to-market” mean in investments? How do we apply it in the real world? When you buy a share of a company, you are effectively paying for the assets and the future earnings of the company. It sounds like a long-term commitment. Since markets are open 7-8 hours a day, five days a week; […]
Currency exchange rates joined the ongoing themes of inflation, central bank policy and oil prices preoccupying investors during September. Here’s a summary of the events that steered the markets. COVID-19 and market developments It was another tough month for equities after the Fed reiterated it would continue on its monetary tightening path for as long […]
The U.S. housing market was the epicenter of the 2008/09 financial crisis that had global ramifications. Toxic assets, built with derivatives and based upon questionable mortgages, made their way into many investment portfolios around the world. Not surprisingly, when that house of cards eventually folded, this sector of the U.S. economy was hit very hard. […]
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 […]
Despite challenging headline news of supersized rate hikes, peaking inflation and mixed earnings from major U.S. companies, equity markets rallied defiantly resulting in a good month for investors. COVID-19 and market developments U.S., Canadian and global equities rose through July with the S&P500 Index, Dow Jones and Nasdaq notching their biggest monthly gains since 2020, […]
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 […]
It was an eventful quarter. Lingering inflation, tightening central bank policy, high oil prices and geopolitical tensions were top of mind for investors. U.S., Canadian and global equities swung back and forth on market volatility, one moment bullishly coping and the next turning bearish, before ending Q2 in doldrums. Equities were dragged down by uncertainty […]
Market performance The S&P 500 Index moved aggressively following the 8.6% inflation print announced on June 10. On a year-to-date basis, the index is 21.6% lower, even though corporate earnings have reached new highs. On forecast earnings of $225 for 2022, it is trading at a 16.6x price-to-earnings (P/E) multiple. This level is fair valuation […]
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 […]
