MKPW Client Communications: May 2022
May 12, 2022 - François MenardWith markets making headlines, our Investment Committee wanted to reach out to provide our thoughts on the current economic environment. It has been a challenging few weeks for the global equity markets, with most having been relatively weak of late. There is no one factor to blame. While inflationary pressures, the war in the Ukraine and the implications for central bank interest rate policy remain the core issue, we also have geopolitical events, a stumbling China and supply chain issues still lingering. All of which are front and center in the media and have been causing some unease in the markets.
Read MoreFederal Budget 2022: Key measures that may have a direct impact on you
April 29, 2022 - François MenardWhile this budget shifts away from pandemic measures, other current events and realities are at the forefront. These include inflation, housing affordability, the transition to a green economy.
7 minutes readWhat could shape portfolio performance over the next year?
April 29, 2022 - François MenardAs market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.
9 minutes readEconomic stakes of the Russia-Ukraine conflict
April 29, 2022 - François MenardAs the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.
6 minutes readMKPW Client Communications: February 22, 2022
April 29, 2022 - François MenardAfter almost no volatility in 2021, volatility is upon us with interest rate hikes to combat inflationary pressures and Russian’s invasion of the Ukraine. We expect market volatility to continue into the months ahead.
2 minutes readCapital gains planning for those with vacation properties
April 29, 2022 - François MenardFind out if you can designative your vacation property or cottage as a principle residence for tax planning. MKPW’s in-house Financial Planner can discuss these planning opportunities with you and your family.
10 minutes readMKPW Client Communications: November 29, 2021
April 29, 2022 - François MenardAfter your strong returns in equities this year, we feel it appropriate to rebalance portfolios back to target weights.
2 minutes readMKPW Client Communications: September 9th, 2021
April 29, 2022 - François MenardWhile the Federal Reserve essentially commits to keep rates low, are aren’t so sure they can forever. How good have the markets been? The U.S.'s S&P500 has not seen a 5% drawdown since October of last year, its longest streak since 2018.
2 minutes read