Around the world in 80 seconds

 April 13, 2023 |Counsellor Quarterly – Spring 2023
Canada Resilient economic and job growth continues to keep the Bank of Canada (BoC) on its toes as it tries to gauge the need for more monetary policy tightening to ensure inflation remains on a downward trend. While inflation remains too elevated at...
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The President’s Message

 April 13, 2023 |Counsellor Quarterly – Spring 2023
The economy has so far remained remarkably resilient in the face of sharply higher interest rates. However, it is this very strength, combined with inflationary pressures, that has pushed central banks to aggressively tighten monetary policy over the...
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The Last Word

 January 18, 2023 |Counsellor Quarterly – Winter 2023

New year, new inspiration, new resolution

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President’s Message

 January 18, 2023 |Counsellor Quarterly – Winter 2023
2022 was a challenging year, with most leading economies experiencing significant increases in inflation, while also suffering the dual negative impact of the rising interest rates designed to quell it. Key central banks, from the U.S. Federal Reserve...
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Market insights: Year in review and 2023 outlook

 January 18, 2023 |Counsellor Quarterly – Winter 2023
Looking back “Unprecedented” was a word many of us added to our vocabulary at the start of 2020 as COVID-19 spread around the world, resulting in lockdowns and other changes to our “normal” lives. Just as we all thought we’d heard the end of the word...
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Around the world in 80 seconds

 January 18, 2023 |Counsellor Quarterly – Winter 2023
Canada While employment numbers continue to defy expectations with their strength, the economy is clearly slowing. Aimed at combatting stubbornly high inflation, historically fast and large increases in interest rates by the Bank of Canada over 2022 have...
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New Year’s resolutions

 January 18, 2023 |Counsellor Quarterly – Winter 2023

A new year is a great time to refresh, reset and reinvigorate your goals, setting you on course to building or enriching your wealth plan.

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The Global Investment Outlook

Economic data has been resilient, recession risks have diminished, and inflation has cooled sufficiently for central banks to consider cutting policy rates at some point this year. In this environment, sovereign bonds are appealing, and while stocks have surged as investors embraced the improved odds of an economic soft landing, demanding valuations in U.S. large-cap stocks may limit upside potential.

This Global Investment Outlook includes:

  • The recommended mix of cash, fixed income instruments, and equities.
  • The recommended global exposure of fixed income and equity portfolios.
  • The optimal term structure for fixed income investments.
  • The suggested sector and geographic make-up within equity portfolios.
  • The preferred exposure to major currencies.

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