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 […]
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 […]
As we entered the second half of 2021, the global economy’s climb back from the pandemic hasstarted shifting from recovery to expansion. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments After mid-month jitters over inflation and the Delta variant, U.S., Canadian and global markets rebounded and posted a sixth […]
In this month’s Portfolio Construction commentary, Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer and Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager of CI GAM | Multi-Asset Management review how our recent memories of the last 2 major market corrections helped to shape how many investors reacted to the COVID-19 market dip. Alfred […]
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 Canada Revenue Agency (CRA) has expanded eligibility and simplified the compliance requirements related to home office expenses for employees working from home due to COVID-19. Home office expenses include work-space-in-the-home as well as certain office supplies and phone expenses. Both salaried employees and employees earning employment income in the form of commissions1 working from […]
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 […]
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 […]
