Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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RRSPs, TFSAs, RESPs & Other Start-Of-Year Items

February 09, 2024 |Sam McLaughlin
RRSP Quick Tips More information here As we come into the start of February, the deadline for RRSP contributions to count for the 2023 tax year is getting closer. RRSP contributions are valuable as a tax-saving strategy in the year you contribute, and...
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Missives and Marginalia - New Year 2023

January 04, 2023 |Sam McLaughlin
Global stock markets had an impressive November and a decent-enough December, but as the New Year dawns that euphoria is starting to wear off. Despite major central banks announcing rate hikes, investors are still optimistic they're near the end of their...
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Missives and Marginalia - March 28th, 2022

March 29, 2022 |Sam McLaughlin
Whither the world? As clients would know, I started laying out a picture of the recovery economy starting early last year. Derailed somewhat by Delta and then Omicron shut-downs (thank god for flexible and responsive strategies), the picture was just...
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Missives and Marginalia - The day after July 1st

July 02, 2021 |Sam McLaughlin
A (sometimes) regular compendium of my current thoughts on markets, the economy, and other random marginalia. Missives & Marginalia July 2nd, 2021 My second COVID vaccine happens on Monday. The process was seamless to book, and seamless to re-book when...
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Missives and Marginalia - Saturday May 15th, 2021

May 15, 2021 |Sam McLaughlin
A (sometimes) regular compendium of my current thoughts on markets, the economy, and other random marginalia I got my first AstraZeneca vaccine shot last week, and maybe it’s the just my new vaccine-derived superpowers talking but I instantly felt a lot...
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Remembrance Day - Missives and Marginalia

November 11, 2020 |Sam McLaughlin
Wealth and Privilege Today is Remembrance Day, and with lockdowns in Manitoba and across the country it will be a strange one. It seems to have been forgotten amid all of the pandemic chaos and the US election craziness, but this is actually the 75th...
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Lake of the Woods

Missives and Marginalia

September 02, 2020 |Sam McLaughlin
There’s nothing better than a sunrise Sunsets get all the glory, and sure they're often brilliant, but there's something about the shift from darkness to dawn—that slight hint of light, then the breaking of the sun—that always gets my day off to the right...
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Sunday Update - August 16th

August 16, 2020 |Samuel McLaughlin
I’m typing this from the cottage right now as the sky blues above me following the brief hailstorm that just passed through. The mercurial nature of cottage weather is one of my favourite parts of the summer. I spent the past couple of weeks on a light...
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Global Insight Monthly - August 2020

August 12, 2020 |Portfolio Advisory Committee
In the August edition of RBC's Global Monthly Insight, the Portfolio Advisory Committee highlight the following: Political reality checks As the U.S. elections approach, RBC looks at how the candidates’ policy prescriptions could play out under the most...
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