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...
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January Market Update

January 05, 2023 |Rita Li
For a while, it felt like everything was going to the moon. The pandemic bust-boom-bust cycle has been a wild roller coaster ride. It is also the best reminder on how much markets can swing on sentiments alone both on the upside and downside. As we enter...
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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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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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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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February Market Update

March 03, 2018 |Rita Li
February in Review We had a turbulent market in February and stock markets across the world have given back much of the gains. As the end of February, most of the equities year-to-date performances are in the negative territory. Market jitters is understandable...
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October Market Update

November 01, 2017 |Rita Li
Has The Market Become Too Expensive? Since the first quarter of 2016, six quarters ago, the global stock market has had an amazing run, rallying more than 30% (for the S&P 500) against record low volatility and without a single 10% correction. This is...
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February Market Update

June 01, 2017 |Rita Li
February in review As the end of February 28, the U.S. S&P500 returned 3.72% and the Canadian S&P/TSX composite returned 0.09%. Historically in the first year of a four year U.S. presidential cycle, the market is usually strong into the summer. Oil (WTI...
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March Commentary and Q1 Update

June 01, 2017 |Rita Li
March review and Q1 update As of the end of day on March 31, the U.S. S&P500 returned 0.0% and the Canadian S&P/TSX composite returned 1.0%. S&P 500 in the first quarter of 2017 returned 5.5% while Canadian S&P/TSX returned 1.7%. Oil (WTI spot/bbl.) is...
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