Feb 2022: Tug of War

February 04, 2022 |GWM Team

This month we highlight a standoff between two forces: pressure on asset valuations as investors anticipate higher interest rates versus the prospects of above average earnings growth. Plus an announcement of a team member on parental leave.

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Jan 2022: Expecting above trend growth...

January 10, 2022 |GWM Team

2021 marks an end to very strong year in equity markets. The main catalyst being economic recovery, which we expect to still be a factor in 2022. It is notable that emergency stimulus of central banks is ending resulting in near-term volatility.

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Banks deliver double digit dividend increases, but….

December 14, 2021 |Gallivan Wealth Management Team

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.

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Oct 2021: More treats than tricks

November 05, 2021 |Peter Gallivan

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.

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Aug 2021: Election Season

September 03, 2021 |Mark Gallivan

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.

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July 2021: Temperature (& Equities) Rising

August 06, 2021 |Peter Gallivan

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.

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Feb 2021: Value Rising

March 05, 2021 |Peter Gallivan

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.

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Nov 2020: Rising Tide

December 04, 2020 |Peter Gallivan

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.

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Sept 2020: Pandemic Election

October 06, 2020 |The Team

Looking back, Sept highlights remain COVID-19 and the Nov. US election campaign. This month we spotlight analysis on possible implications of the election, dividend growth outlook, Tech's staying power & some ideas for a pandemic Thanksgiving.

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Our Thoughts: Unrest

June 05, 2020 |The Team

It was an eventful week. Understandably, many were focused on the social unrest that permeated across the United States - but economic news continues not as bad as expected. We also discuss New DS Online, domestic tourism and some good news.

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