global, market, economy

Portfolio Advisor Newsletter - Summer 2020

Jul 17, 2020 |Nick Gill

As countries ease lockdown measures, the most prominent risk now is that the virus regains traction and forces economies into a second closure, as evidenced by the recent resurgence in the U.S.

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Midterm Madness

Nov 02, 2018 |Nick Gill
The U.S. midterm elections are in less than a week, and we believe there has been considerable anxiety among voters and investors alike regarding potential outcomes. To read the full article from our Portfolio Advisory Group, click here
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Don't be Shaken by the Shakeup

Oct 25, 2018 |Nick Gill
A number of factors reached critical mass, driving U.S. equities and other markets sharply lower. But investors shouldn't overreact to this overdue pullback. We don't think there is an existential threat to the U.S. bull market, and we look at how the...
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Bank of Canada Delivers Balanced Outlook on Canadian Economy

Apr 20, 2018 |Nick Gill, CFP
This week, the BoC elected to hold the overnight lending rate steady at 1.25%. On global growth, the BoC noted it is tracking along modestly stronger than their January forecast with upward revisions to growth and potential output across many advanced...
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Inflation: An old risk awaits offstage

Apr 10, 2018 |Nick Gill, CFP
There are more than trade tensions to worry about. A surge in price pressures—not in anyone’s forecast, including our own or the Fed’s—could upset the economic/investment apple cart. Two conditions that could push inflation uncomfortably higher are present...
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