MK Memo

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

RBC’s AI software analyst enthusiastically talks about how GenAI has leapfrogged traditional AI tools and tells us what excites him about the technology today and its future potential.

The first half of 2024 was relatively calm for the markets, but we witnessed a notable uptick in volatility this month, especially in tech-heavy indexes and some overseas markets.

In recent weeks, we have seen significant movement in global markets — equities, bonds, commodities, and currencies alike, all experiencing heightened volatility, primarily due to a notable shift in expectations for U.S. interest rates, driven by fresh inflation data.

Looking back on our thoughts from last year, we anticipated 2023 to be characterized as a year of taking two steps forward and one step back. In the final quarter of last year, we witnessed both a notable step forward in the equity markets, as well as a step backwards in fixed income yields.

Reflecting on our summer portfolio commentary, we mentioned that we anticipated increased market fluctuations, and that’s exactly what we have experienced.

As you may be spending time with family or extended family this weekend, we thought it an opportune time to reach out to advise you of a new investment vehicle for those who have not yet purchased their first home.

After a challenging 2022, equity markets have been both positive and resilient following the most inflationary economic period in decades.

While 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.

As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.

As the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.

After 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.

Find 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.

After your strong returns in equities this year, we feel it appropriate to rebalance portfolios back to target weights.

While 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.