Rita Li, Investment Advisor

October 2025 Market Update

November 05, 2025 |Rita Li

We have now entered Q3 reporting season for 2025. Year to date, we have seen strong market performances in North America, in developed nations in Europe, Australasia and the Far East (EAFE) as well as emerging markets including the Brazil, Russia, India...

July 2025 Market Update

July 30, 2025 |Rita Li

The second Trump term has lived up to the promise of delivering the unexpected. We have seen a 20% drawdown in April given the tariff scare and a subsequent V shaped recovery in under 20 days which make it the 5th fastest recovery in history. The speed...

April 2025 Market Update

April 30, 2025 |Rita Li

We came into the year anticipating a more volatile market environment but the tariff announcement on April 2nd was more than what had been priced in by the investment community. Since then, much of the initial tough stance has softened and the markets...

January 2025 Market Update

January 30, 2025 |Rita Li

We start 2025 with an unusual level of uncertainty that makes forecasting even more difficult. Nevertheless, we will formulate a framework to monitor the various risk factors in making investment decisions. First, there have been reported earnings from...

Rita Li, Portfolio Manager, Wealth Advisor

October 2024 Market Update

October 28, 2024 |Rita Li

Taking Temperature of the economies on both sides of the border The central bank rate cutting cycle is now underway, sparking a more cheerful tone in markets as lower interest rates and the prospects of future interest rate cuts will help to ease financial...

July 2024 Market Update

July 30, 2024 |Rita Li

Central Bank Divergence, U.S. Election, and the Rotation Trade In July, we saw the U.S. broad market indices breaking all-time highs before pulling back shortly after. The pull back was primarily a result of the rotation from Big Tech to U.S. small cap...

April 2024 Market Update

May 01, 2024 |Rita Li

There is never a dull moment in the markets. A lot has happened in the first quarter of 2024. We have strong economic prints out of the U.S. while Canada has decidedly decelerated. Inflation in the U.S. especially has been stickier than anticipated. The...

January 2024 Market Update

January 30, 2024 |Rita Li

The latest rate hiking cycle has been the most aggressive cycle in the last four decades, creating a new paradigm of investment decisions. Prior to 2022, few people were interested in discussing fixed income; now, investment conversations have turned...

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Market Updates

October 2025 Market Update

July 2025 Market Update

April 2025 Market Update

January 2025 Market Update

October 2024 Market Update

July 2024 Market Update

April 2024 Market Update

January 2024 Market Update

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