The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

 December 19, 2024 |Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

 December 18, 2024 |Rachel Battaglia, Robert Hogue and Cynthia Leach
Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...
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Global Insight 2025 Outlook executive summary: Beyond the horizon

Global Insight 2025 Outlook executive summary: Beyond the horizon

 December 06, 2024 |The Global Portfolio Advisory Committee
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...
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Turning losses into tax advantages

 December 04, 2023 |Metkel Kebede
What is tax-loss harvesting? Tax-loss harvesting, also referred to as tax-loss selling, can be used by investors with non-registered investments (stocks, bonds, mutual funds and ETFs) that are trading below their original cost. These investments can be...
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Understanding RRIFs

 December 04, 2023 |Metkel Kebede
A Registered Retirement Income Fund (RRIF) is similar to a Registered Retirement Savings Plan ( RRSP ) in that both are registered plans, meaning that the basket of investments held within them are allowed to grow on a tax-deferred basis. But instead...
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Two great ways to save for your retirement that work even better together

 December 04, 2023 |Metkel Kebede
In the media, Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) can be presented as an either/or choice, leading investors to favour one over the other. However, both account types offer distinct benefits that can help...
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How to create a sustainable retirement income

 December 04, 2023 |Metkel Kebede
Today, the average 55-year-old Canadian can expect to live to the age of 84, a gain of 24.6 years since 1926. While a good reason to celebrate, it also means that Canadians are now spending nearly as much time in retirement as they do in their working...
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The magic numbers of retirement and why they don’t always add up

 December 04, 2023 |Metkel Kebede
Humans went 200,000 years without numbers until the Sumerians first inscribed clay tablets and baked them in the sun. Today, numbers power satellites, help us predict the future and serve as rules of thumb for retirement planning. And while numbers have...
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Reality check before you retire

 December 04, 2023 |Metkel Kebede
5 tips to avoid outliving your retirement savings Nearly half of Canadian homeowners over 50 believe they will run out of their savings within the first 10 years of retirement, according to an investor education report. Considering that retirement may...
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How to stay ahead of inflation

 December 04, 2023 |Metkel Kebede
Tips on managing the impact of inflation on your investments Whether you’re saving for or living in retirement, it’s important to be aware of inflation risk – that is, the risk that inflation will erode the value of your investments over the long term...
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