The markets continue to grapple with many different variables where in isolation is difficult to get a handle on however in confluence make matters exponentially more complex. In this article, our team at CI Multi Asset Management, provides a detailed and timely breakdown of the overall Russian/ Ukraine exposure within the Assante Private Portfolios. Portfolio […]
Trucker protests against vaccine mandates and Russia’s attack on Ukraine with swift sanctions from the west blindsided investors in February. Here’s a summary of the notable events that steered the markets. COVID-19 and market developments U.S., Canadian and global equities ended the month essentially flat as geopolitical tensions, high inflation and anticipation of interest rate […]
This month, we look at key economic indicators and again, what our expectations are for inflation and what it means for portfolio positioning. Canadian labour market extends gains Updated figures from Statistics Canada reflected a 54,700 job gain in December 2021, following a 153,700 advance in November. By September 2021, the Canadian job market officially […]
Inflation and interest rates continue dominating news headlines, Supply chain disruptions and higher oil prices have contributed to inflation recently topping 7% in the U.S. and 4.7% in Canada and It’s widely expected the Fed and Bank of Canada will raise interest rates soon to combat inflation. In this article we explore the effect rate […]
The global economy seemed to take news about the omicron variant in its stride this December. Here’s a summary of the notable events during the month that steered the markets: COVID-19 and market developments After dipping in November, for only the second month in 2021, equity markets stabilized in December with U.S. and Canadian equities […]
The global economic recovery paused as equity markets pulled back for only the second month this year. Here’s a summary of the notable events during November that steered the markets: COVID-19 and Market Developments U.S., Canadian and global stocks closed down over concern about inflation, supply chain disruptions and a new COVID-19 strain. However, markets […]
A lot of you may have noticed that some of your favourite products and services have become more expensive, or even out-of stock. These are the side effects of central bank monetary policy and COVID-19 shutdowns. When consumer demand and inflation are going up, how can you be sure your investments do too? CI Global […]
After swooning at the end of September, the first pullback this year, equity markets rallied in October helping the global economy to begin Q4 optimistically and continue on its post-pandemic march. Here’s a summary of this past month’s notable market-related events. COVID-19 and Market Developments Improving worldwide COVID-19 trends and overall healthy U.S. corporate earnings […]
A raft of risk-related news temporarily halted the global economy’s post-pandemic march in September. Here’s a summary of the notable events during this past month that steered the markets: COVID-19 and market developments U.S., Canadian and global stocks dipped over concern about inflation, the U.S. debt ceiling, the Evergrande crisis in China and speculation on […]
In August, the global economy continued to recover and expand, but it was a topsy-turvy month due to events in Afghanistan, the Delta variant spreading and speculation about the Fed’s “bond taper”. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments U.S., Canadian and global stocks notched a seventh straight […]
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