Mid-April Update – Inflation trending downwards

April 15, 2023 |Kyle Sarai
Volatility remains relatively subdued as the concerns about the banking sector that arose in early March have subsided, for now. With that in mind, some of the fundamental issues that had been front and centre over the past year have understandably come...
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April Update - US Regional Banks

April 04, 2023 |Kyle Sarai
The past few weeks have come as a relief to investors as bond and equity market volatility has subsided to some extent. Positively, the recent turmoil witnessed in the banking sector appears to have been contained. That should leave investors feeling...
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Mid-March Update - Banks & Rates

March 17, 2023 |Kyle Sarai
It’s been a whirlwind of a week in global markets. Concerns over the stability of the global banking system emerged after a few sudden U.S. bank failures and signs of stress at a larger European one. Policymakers responded quickly and the situation has...
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February Update - Stubborn Inflation & Interest Rates

February 25, 2023 |Kyle Sarai
Volatility has resurfaced over the past month. It’s been most evident in the bond market, with yields having moved meaningfully higher (and prices lower), reaching levels seen in November of last year. The move on the equity side has been less pronounced...
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February Update - RSP Contributions

February 10, 2023 |Kyle Sarai
February Update – RSP Contributions Please note the 2022 RSP contribution deadline is Wednesday March 1st 2023. If you would like to make a contribution please reach out to us by no later than Friday February 24th. On the investment front, investors may...
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January Update - TFSA Contributions, Bank of Canada, Earnings & Tech Layoffs

January 28, 2023 |Kyle Sarai
Please note 2023 Tax Free Savings Account contributions are $6,500. If you would like to make a contribution from your non-registered account or need assistance moving assets from a bank account, please feel free to contact Susanne Wells, Chris Ma or...
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January Update - TFSA Contributions & Markets

January 14, 2023 |Kyle Sarai
Please note 2023 Tax Free Savings Account contributions are $6,500. If you would like to make a contribution from your non-registered account or need assistance moving assets from a bank account, please feel free to contact Susanne Wells, Chris Ma or...
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December Update - "Preparing for a new year and opportunities"

December 11, 2022 |Kyle Sarai
The recovery in global stock markets that transpired through most of November has started to fade with the arrival of the final month of the year. Despite recent rate hike announcements, there continues to be a growing view that central banks are nearing...
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November Update - "Home bias has worked in 2022, however there are challenges in the near term"

November 25, 2022 |Kyle Sarai
The environment has been more stable of late based on the view that the intense pressure on central banks to tighten monetary policy may be slowly waning as inflation shows signs of receding. Below, we discuss the Canadian investing experience this year...
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November Update - "Peak Inflation?"

November 16, 2022 |Kyle Sarai
Global markets seesawed a bit in recent weeks, but then jumped higher in recent days on the back of some softer U.S. inflation data. Bond yields had similarly large moves. There were additional notable U.S. developments too: another outsized interest...
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