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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Checking in on the Recovery

 August 12, 2020 |Rita Li
The financial markets, U.S. in particular, have staged a V shaped recovery. We now follow the economic releases closely for confirmations of the same recovery in the real economy. The earnings reported so far in the second quarter have not been as negative...
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Mind the gap: the markets vs. the real economy

 May 29, 2020 |Rita Li
For those that have been following the markets, you have undoubted observed a significant rally from the lows. However most of the headlines on the economy have been negative. While it is normal for the markets to look ahead and act as a leading indicator...
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What caused the flash crash in oil market?

 April 22, 2020 |Rita Li
The May contracts for West Texas Intermediate - WTI tumbled as low as -$40 a barrel on Monday, April 19 which means producers or traders are paying buyers to take oil off their hands. The June contract for WTI is down to $11.57 a barrel, at the time of...
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Has the stock market bottomed from the covid-19 shock?

 March 31, 2020 |Rita Li
March in Review We have had the biggest single day drops since the Great Depression and understandably investors are spooked. I have clients asking me if this time is different, as the impact of covid-19 on the economy are at an unprecedented global scale...
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Recent Market Volatility, Crisis or Opportunity?

 March 02, 2020 |Rita Li
February in Review The global markets woke up to the impact of coronavirus in February and as a result February saw a retracement of performances. S&P/TSX is down 3.3% in February and -1.6% year to date. S&P500 was down 7.5% in February and -7.5% year...
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January Review, 2020 Market Outlook and the Impact of Coronavirus

 February 04, 2020 |Rita Li
January in Review January 2020 started the year strong but ended the month with relatively muted performance with S&P500 down -0.2% for the month. Canada measured by S&P/TSX was up 1.5%. 2020 started the year with many worries, such as global slowdown...
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From Shareholders to Stakeholders: Investments lead by social values

 January 20, 2020 |Rita Li
Having started on the fringe of investing, Responsible Investment, which includes Environmental, Social and Governance (ESG) integrated investments, now represent 38% of the Canadian investment industry.* In recent history, people around the world have...
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Market update, year-end tax planning and charitable giving

 December 03, 2019 |Rita Li
November Market Update The markets performed very well in November with the S&P 500 and S&P/TSX gaining 4%. The strong performance was bolstered by trade optimism between the US and China with talks to roll back some of the earlier announced tariffs in...
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Interest Rates, health of the economy and role of the Central Banks

 October 03, 2019 |Rita Li

The S&P 500 had a modest gain in September but struggled to make new highs while the Canadian market gained 1.5% and has outperformed U.S. over the past year. 

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