Weekly Letter: A Perspective on the 2021 Financial Markets

 May 21, 2021 |Warren Andrukow
Overall, markets were unchanged or modestly higher over the past week. Some of the inflation-fueled concerns subsided in recent days, helping to revive the high growth parts of the market that have bared the brunt of the latest bouts of pressure. Canadian...
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Weekly Letter: A Perspective on the 2021 Financial Markets

 May 14, 2021 |Warren Andrukow
Global markets experienced some modest pressure over the past week, but managed to finish the period on a stronger note. More noticeable was the move in volatility, driven by an issue that markets should have been largely prepared for: inflation. Monthly...
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Weekly Letter: A Perspective on the 2021 Financial Markets

 May 07, 2021 |Warren Andrukow
Markets continued to consolidate over the past week, grappling somewhat with elevated investor expectations. The first quarter earnings season, which is nearly complete, has been strong, but it has been met with a relatively muted response by most stocks...
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Weekly Letter: A Perspective on the 2021 Financial Markets

 May 01, 2021 |Warren Andrukow
It was another relatively calm week for global equity markets with many oscillating near all-time highs. The U.S. central bank – known as the “Fed” – provided an update on its outlook. Its messaging around inflation and approach to monetary policy was...
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