PIM Quarterly Commentary: Spring 2024

April 11, 2024 |Boothman Private Wealth Management

Spring 2024 PIM Quarterly Commentary

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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PIM Quarterly Commentary: Winter 2024

January 05, 2024 |Boothman Private Wealth Management

Winter 2024 PIM Quarterly Commentary

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2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

November 22, 2023 |RBC Family Office Services

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

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PIM Quarterly Commentary: Fall 2023

October 06, 2023 |Boothman Private Wealth Management

Fall 2023 PIM Quarterly Commentary

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PIM Quarterly Commentary: Summer 2023

July 11, 2023 |Boothman Private Wealth Management

Summer 2023 PIM Quarterly Commentary

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advisor looking at stock charts on computer

Recession or not, perspective is called for

June 30, 2023 |The Global Portfolio Advisory Committee

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

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PIM Quarterly Commentary: Spring 2023

April 11, 2023 |Boothman Private Wealth Management

Spring 2023 PIM Quarterly Commentary

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As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.