2023 Federal Tax Canada’s Finance Minister, the Honourable Chrystia Freeland, tabled the 2023 federal budget on March 28, 2023. Canada’s economy is now 103% the size it was before the pandemic, marking the fastest recovery of the last four recessions, and the second strongest recovery in the G7. The unemployment rate is near its record […]
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. […]
By James Dutkiewicz, CFA, Senior Vice President, and Head of Fixed Income, CI Global Asset Management. Fixed Income Commentary The battle between slowing overall economic activity and stubborn inflation continues to rage in most geographies. Central banks in these regions have increased short rates very sharply over the past year. Generally, the results have been […]
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 […]
The positive start to the new year for investors was “put on ice” in February as stocks stalled and bond yields rose again. Read the February 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market developments Most major stock indexes fell in February, sparked by rising bond […]
By Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. A Smooth Start (for now) Investors’ appetites have increased as we entered 2023. Generally, at asset class level, the larger the loss in 2022, the larger the gain (recovery) in 2023, though this is only the data for January (see chart […]
By CI GAM Investment Management team and CI Global Asset Management Silicon Valley Bank: a brief company overview SVB Financial Group (SIVB US) is a diversified financial services company, which provides personalized financial solutions to private equity/venture capital professionals and executives of innovation companies. Silicon Valley Bank (SIVB) is the company’s principal core business, offering […]
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 […]
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 […]
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