Rita Li, Investment Advisor

February Market Update

March 01, 2022 |Rita Li

We are seeing more heightened volatility as markets digest the fallout from the Russia and Ukraine conflicts. There have been pullbacks between 8-13% in S&P500 and NASDAQ year to date. From a purely financial and economic perspective, localized conflicts...

January Market Update

February 01, 2022 |Rita Li

Healthy Earnings Obscured by Market Volatility We began the year with a positive outlook on the markets and general economy. This constructive outlook has not been reflected in the markets so far this year. We maintain a positive stance in stocks over...

November Market Update

December 03, 2021 |Rita Li

Market Fragility vs. The Long View As I field questions about market timing regarding recent market volatility, I try to remind investors market timing can seldom be achieved successfully, even though it often appear apparent after the fact. We have enjoyed...

October Market Update

November 02, 2021 |Rita Li

Macro Update We now cast our eyes towards 2022, where many investors are concerned about the outlook for next year and wondering what will be in store for them in terms of return expectations. Some key takeaways are: Due to the supportive actions taken...

August Market Update: what's driving the market performance ?

August 30, 2021 |Rita Li

Macro Update Despite the pandemic, we have seen a strong economic rebound and stronger than anticipated corporate earnings. What is top of mind for investors now is what comes next. “Bull markets are born in pessimism, grow on skepticism, mature on optimism...

May Market Update

June 01, 2021 |Rita Li

Macro Update Markets have been in a holding pattern for most of April and May, with the exception of the technology heavy NASDAQ index retreating from all-time highs. The drivers that have propelled the markets to all-time highs have not changed: faster...

February Market Update

March 01, 2021 |Rita Li

Return of the bond vigilantes The term bond vigilantes was originally coined by economist Edward Yardeni in the early 1980s to describe how bond sell offs could force the hand of central banks or governments. In the recent decades of deflationary environment...

A practical guide to responsible investments

March 01, 2021 |Rita Li

There has been growing interests in responsible investments, however, one of the challenges is not knowing where to start. Are you too busy to conduct the research but are still interested in learning more about the latest in investing in a cause you...

Should you contribute to your RRSP?

January 29, 2021 |Rita Li

This is an exciting time of the year for finance geeks like me or people that get excited over things like updating spreadsheets! I am a fan of RRSPs, TFSAs and all other tax deferred, tax sheltered vehicles because one of the sure things in financial...

January Market Update

January 29, 2021 |Rita Li

January 2021 market update, S&P500 market return target, sector rotations and GameStop

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Market Updates

February Market Update

January Market Update

November Market Update

October Market Update

August Market Update: what's driving the market performance ?

May Market Update

February Market Update

A practical guide to responsible investments

Should you contribute to your RRSP?

January Market Update

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