Tag Archives: Portfolio Construction

November 2024 Portfolio Construction

by

Canadian inflation continues to ease, offering a glimmer of relief for consumers and policymakers alike. CPI well within the Bank of Canada’s target band The latest data from Statistics Canada revealed that its consumer price index was unchanged (seasonally adjusted) in September, following a 0.1% advance in August. The monthly slowdown allowed inflation’s annual growth […]

October 2024 Portfolio Construction

by

By Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer of CI GAM | Multi-Asset Management, and Richard Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Fed cuts interest rates Following its two-day monetary policy meeting on September 18, the U.S. Federal Reserve (Fed) cut interest rates by 50 basis points (a […]

September 2024 Portfolio Construction

by

By Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer of CI GAM | Multi-Asset Management This month, we asked one of our portfolio management teams, Wellington Management, to provide their insights into the markets and to explain how their portfolio is positioned. Outlook The U.S. equity markets continue to have narrow leadership this […]

August 2024 Portfolio Construction

by

By Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer of CI GAM | Multi-Asset Management, and Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy of CI Assante Wealth Management Canadian standard of living falls further Economy contracts on a per-person basis Statistics Canada announced that, on a monthly basis, real gross domestic product […]

March 2024 Portfolio Construction

by

Market Focus Canada’s standard of living continues to decline. Canada’s economic output was soft in 2023. Statistics Canada announced that, on a monthly basis, real gross domestic product (GDP) by industry expanded by 0.2% in November, following “flat” results in each of the previous three months. In addition, in this report the statistics agency provided revisions […]

    Ferguson Financial Planning | CI Assante Wealth Management
    350 Burnhamthorpe Road West, Suite 500 Mississauga, ON L5B 3J1
    905-277-7933
    1-800-265-4658