2 December 2015

Investment commentary (December 2015)

NOVEMBER 2015 HIGHLIGHTS •    A number of tragic events sent waves of sorrow and fear around the world and contributed to some market volatility, particularly mid-month. •    Dropping oil prices and the strong U.S. dollar weighed on Canada’s resource sectors, moving the S&P/TSX Composite just slightly into negative territory for November. •    Following a mid-month decline, U.S. equities […]

4 September 2015

Investment commentary (September 2015)

Market Matters AUGUST 2015 HIGHLIGHTS It was a wild ride for global equity markets in August. A market sell-off that began in Asia moved in a wave through Europe and North America, fuelled by concerns over Chinese- driven economic growth. At the lows, fears of worse-than-expected global growth pushed developed markets down anywhere between 12% […]

3 August 2015

Investment commentary (August 2015)

Market Matters JULY 2015 HIGHLIGHTS A number of global events moved markets this July. Greece reached an agreement with its creditors. Iran and six major world powers struck an agreement on nuclear power, ultimately reducing sanctions against Iran (such as oil exports). Chinese equity markets continued their fall into July and remain volatile. The U.S. Federal […]

2 July 2015

Investment commentary (July 2015)

Market Matters Q2 2015 Highlights Improving economic data out of the US, Europe and Japan was juxtaposed with mounting angst over Greece’s debt crisis and the sustainability of China’s bull market. North American equity markets traded in a range, ending the quarter in negative territory, while fixed income markets were particularly volatile. Yields on bonds […]

3 June 2015

Investment commentary (June 2015)

Market Matters MAY 2015 HIGHLIGHTS The US and Canadian energy sectors (which had rebounded strongly last month on stabilizing oil prices) were the weakest performing sectors on both sides of the border (see table 3). While oil prices moved back into a $60/barrel WTI range, energy companies had already priced in a higher range for […]

4 May 2015

Investment commentary (May 2015)

Market Matters APRIL 2015 HIGHLIGHTS The domination of US dollar strength reversed in April. The stumble in the US dollar value was especially visible versus the Euro, the Brazilian real, and the Canadian dollar. Oil prices rose 25% for the month, the largest monthly percentage gain since May 2009. A weakened greenback and the anticipation […]

13 April 2015
Tax and Planning

Your Financial Security (Issue 2, 2015)

Five financial steps for new parents Becoming a parent is filled with new joys, challenges and financial goals. While personal finances may not be on your mind, here are five things to consider when bringing your bundle of joy home for the first time.                       […]

6 April 2015

Investment commentary (April 2015)

Market Matters Q1 2015 HIGHLIGHTS During the quarter diverging monetary policies around the world contributed to volatility and uncertainty within equity and fixed income markets. –    In Canada, the Bank of Canada broke its four-plus year hold at the 1% interest rate level, and surprised investors with a 25 basis point cut to 0.75%. –    The U.S. […]

3 March 2015

Investment commentary (March 2015)

Market Matters FEBRUARY 2015 HIGHLIGHTS While January was turbulent, February saw strong equity markets around the globe and a decline in market volatility. Oil prices stabilized during the month Greece reached a temporary agreement with its European creditors. The latest cease-fire in the Ukraine held (at least more so than previous attempts). Equity markets responded […]

9 February 2015

Investment commentary (February 2015)

Market Matters JANUARY 2015 HIGHLIGHTS There were few places to hide from market volatility in January, and investors took a cautious ‘risk-off’ approach to start 2015. Central bankers made headlines with a flurry of surprising announcements in January: >    January 15th the Swiss National Bank (SNB) abruptly ended its policy of pegging the value of its […]