The Meh-conomy & Matterhorn-sized risks: 12 themes for a fragmented world

 January 23, 2023 |John Stackhouse

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

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The race to deal with dementia in Canada

 January 18, 2023 |Leanne Kaufman

Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada report.

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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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Getting busy – Five activities to help live a fulfilling life in retirement

 January 18, 2023 |Counsellor Quarterly - Winter 2023
“Retirement is not a permanent vacation!” is a common refrain of retirees who are succeeding in life after work, and it reflects the need to be active – and actively engaged in – meaningful pursuits during this important life stage. With their work life...
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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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Matter beyond wealth in page

Rethinking insurance in your estate planning

 January 05, 2023 |Leanne Kaufman

How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind

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Global currency outlook - New Year 2023

 January 04, 2023 |Daniel Mitchell, CFA

Dan Mitchell, Senior Portfolio Manager, discusses his outlook for global currencies.

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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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