Tax season is now behind us, and the garden centres are opening, and there are good reasons to be optimistic about the coming months. The global economic recovery is continuing at a fast pace. At a press conference on April 21, 2021, the Bank of Canada indicated that it expects global GDP to grow by […]
On the final day of March 2021, the Canadian government announced a partnership with Sanofi Pasteur, the vaccines division of global pharmaceutical firm Sanofi, to build a vaccine manufacturing facility in Ontario. While the facility will take five years to build, and will not help curb the current pandemic, it will have the capacity to […]
Kicking off the first quarter of 2021, Richard Wylie and Toshi Okada retrace the whiplash North American equities endured last year. The shock of the COVID-19 pandemic triggered a pronounced economic contraction and unprecedented job losses, only to be followed by record expansions in both countries. As Richard and Toshi explain, the rebound reflects confidence […]
The current scenario of higher asset prices during a recession has one logical conclusion – we are in a bubble. The question is, when will it burst? As part of their January commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer, and Marchello Holditch, Vice-President and Portfolio Manager, CI GAM | Multi-Asset Management, look at […]
2020 was a year none of us will soon forget. It started strongly, with equity markets at all-time highs and unemployment near record lows. But by mid-March, a new coronavirus had reached North America after emerging overseas in late 2019. Governments around the world abruptly shuttered their economies and issued shelter-in-place orders in an effort […]
Wrapping up the final quarter of 2020, Richard Wylie, Vice-President, Investment Strategy at Assante Wealth Management discusses the possible direction of the equity markets now that the U.S. has a Democrat back in the White House. Using data and market activity from elections past, Richard looks to the potential future for U.S. equities based on what […]
As the global pandemic and tensions around racial and economic inequality persist, Americans are heading to the polls to determine their leader for the next four years. As part of their October commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, analyze three different outcomes […]
It has now been more than six months since the World Health Organization declared the global COVID-19 pandemic, upending our home and working lives. As the initial wave of infections subsided and the spread of the virus stabilized through the summer months in most parts of Canada, we adapted to the “new normal.” Heading into […]
The last few months have been one of the most unusual periods in history, and trying to figure out where we go from here can be just as confusing. As part of their monthly commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, break down […]
The following article was contributed by Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, Assante Wealth Management and appeared in The Big Picture, September 2020 issue. The spread of the novel coronavirus and the onset of the COVID-19 pandemic set the stage for an unprecedented shuttering of the global economy this year. Along with the sharp […]
