Tag Archives: COVID-19

The Big Picture – Green Shoots

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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 […]

Wealth Matters Monthly Market Updates – Thursday September 10 at 1 p.m. EDT

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We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager of Harbour Advisors.  In this webcast, Peter will give an overview of the […]

Wealth Matters Weekly Market Updates – Wednesday August 5 at 1 p.m. EDT

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We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Multi-Asset Management. In this webcast, Marchello will provide a mid-year review of the investment […]

July 2020 Market Commentary

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Market Developments In a shortened week, North American equity markets rebounded from last week’s decline, weighing positive vaccine data from Pfizer and BioNTech against growing COVID-19 outbreaks in the U.S. More than 50% of states decided to halt or reverse their reopening plans, as health officials expressed concerns about the continued spread of the coronavirus. […]

Wealth Matters – Tuesday, October 13 at 1 p.m. EDT

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We would like to invite you to our Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Malcolm White and Jeremy Yeung of Signature Global Asset Management, portfolio managers to the Signature Global Technology mandate. […]

Estate Planning During the COVID-19 Crisis

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The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. The barrage of news headlines about the health crisis and forced time at home have understandably led individuals to more thoughtfully consider the plans they have in place or plans they would like to implement. Legal professionals throughout […]

Wealth Matters Weekly Market Updates – June 3 at 1 p.m. EDT

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We would like to invite you to our weekly Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This session will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, and will feature Laurel Durkay, Senior Vice-President and Portfolio Manager at Cohen & Steers Inc. Laurel is a portfolio manager […]

Portfolio Construction – Beware the Ides of March

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Social distancing measures have undoubtably reduced the spread of COVID19 and saved lives, but have also had a significant impact on economic activity. As part of their May Portfolio Construction Update commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, discuss more on this and […]

Wealth Matters Weekly Market Updates – MAY 6 at 1 p.m. EDT

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We would like to invite you to our weekly Wealth Matters webcast, providing timely global market updates through the COVID-19 pandemic. This week’s session will be hosted by Damon Sutherland, Senior Vice-President of Assante Private Client, and will feature Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager at Harbour Advisors. Peter will share his […]

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