Rita Li, Investment Advisor

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...

October Market Update

November 02, 2023 |Rita Li

We’ve weathered through a difficult period in the third quarter of 2023. While August and September tend to be seasonally weak in the stock markets, they tend to be followed by rallies in October, this seasonal pattern was disrupted in part by the Israel...

July Market Update

July 31, 2023 |Rita Li

In the quieter summer months, we observed headline inflation trending lower while central banks on both sides of the border remained cautious and reiterated their commitment to bring down inflation to target, through rate increases as well as more vigilant...

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Market Updates

January 2025 Market Update

October 2024 Market Update

July 2024 Market Update

April 2024 Market Update

January 2024 Market Update

October Market Update

July Market Update

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