May 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...
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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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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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March Market Update

 March 31, 2022 |Rita Li
Markets have shown incredible resilience in the face of a number of pressure points. Continued supply chain disruptions from the pandemic, higher costs in food and energy, and tightening monetary policies to name a few. On the other hand, earnings continue...
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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...
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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...
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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...
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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...
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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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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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