Blog

In the context of a strong year or equities, global markets ended the month of November on a slightly down note as the discovery of a new variant of the coronavirus created some alarm. Information remains quite limited at this point and as a result.

After swooning at the end of September, equity markets rallied in October helping the global economy to begin Q4 optimistically and continue on its post-pandemic march. This month we discuss climate, central bank policy and inflation.

August saw a continuation of the market rally, with a backdrop of economic growth slowing as the competing factors of the Delta variant and vaccine rollout continue to impact the global economy & monetary policy. Plus, Election 2021 is in full swing.

Equity markets continue to rise. This month we are watching large cap tech earnings (& Canadian "unicorns"), monetary policy in the US, the future of the Canadian dollar and more.

Equity market rally continued in February, led by value stocks and the TSX. We discuss strong bank earnings, a financial planning reminder, New USD GICs and rising bond yields.

This month we highlight TFSA & RRSP contribution room amounts & deadlines. We take a look at 2020 -a volatile year encapsulated by a tale of two cities in equity markets. Elsewhere we touch on Outlook 2021, Disruptors eps, and lockdown activities.

Global equity markets rallied strongly over the last month, spurred by vaccine news and a potential turning point in the fight against COVID-19. Topics highlighted this month are future outlook, IP & 5G, Canada's economy and events to catch in Dec.

October saw markets react negatively to uncertainty on 2 fronts: Pandemic Second Wave and the US Election. The prospect of possible split congress and Biden win has led to a market surge this past week. We highlight these topics and more this month.

Market recovery continued in July, with notably strong performance in technology but earnings across sectors coming in in-line or above consensus. We review prospects around the US election, office building post-pandemic & more in our month review.