By Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. Is the U.S. Print-To-Pay Policy Coming to an End? In our lives, we often deal with uncertainties. Some are “known unknowns”, meaning we were aware of the event/issue but uncertain about the outcome; some are “unknown unknowns”, meaning no one saw […]
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. […]
By Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. Lessons from March’s Bank Run Investors began the year with an extremely optimistic belief that an economic soft landing would be achieved in the U.S. with cooling inflation and that the U.S. Federal Reserve was very close to finished hiking rates. […]
It was “all’s well that ends well” for investors in March as following a swift response from central banks to a mid-month scare involving banking stocks, markets rallied and continued their good start to 2023. Read the March 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market […]
Investors had lots to cheer this January. Stocks rose, bond yields fell and inflation cooled again. There were also early signs central bank rate hiking might be paused soon as well as positive economic news coming from Europe and China. After a bruising 2022, it’s a promising start to the New Year. Read the January […]
https://youtu.be/xHAhd9pEJHQ 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 wisest investment choices. When markets are strong Say that an investor is enjoying solid returns from their equity investments during an extended bull run. This person […]
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 […]
https://youtu.be/8TADLzYoeE8 Often, it’s wise to trust our emotions, but something strange happens when it comes to investing and making a claim. When markets soar, our emotions try to sway us to buy high, and when markets fall, our emotional response is to want to sell—the opposite of the “buy low, sell high” investment ideal. The […]
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 […]
