Market Sentiment

Plant your seeds where they will grow

Is it a fruit or vegetable? What does the tomato debate have in common with the world of investing? Our perceptions lie at the core of how we define each. Just as tomatoes are perceived as fruits by some due to their botanical properties, and vegetables by others due to their culinary use, many publicly traded companies are perceived differently by different market participants.

Points in Time, Q1 2023

The year got off to a surprisingly strong start, and inflationary fears eased amid ongoing resilience in major markets. Investment opportunities can be found in the tug of war between bears and bulls, and we expect rates will stay more or less level to where they are now.

2023 Federal Budget Highlights

The Hon. Chrystia Freeland, Deputy Prime Minister and Finance Minister, released her latest federal budget earlier this week. Referring to it as the government’s “Made-in-Canada Plan”, the budget has three main targets in mind, all of which are in the subtitle of the released report. That is, a “strong middle class, affordable economy, and healthy future.”

Inflation – a look ahead

It’s been a tumultuous past few years. We’ve been knocked to and fro both in the markets and in the real world. Thankfully, a theme emerging for 2023 is that we’re closer to the end of the storm than the beginning. In looking at Canadian inflation movement over the past two years as well as trends in labour, we can anticipate the direction that rates are headed and what this could mean for bond holdings. 

Points in Time, Q4 2022

Following a tough year in the markets, there is reason to be more optimistic in 2023. While there will still be some bumps along the way, inflation may ease off, sending rates down and markets up. We expect more surprises and opportunities, and we’ll be here to help you navigate all of them.