Insights

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. 

You've got to be in it to win it

When markets sell off, fear can compel investors to exit. In doing so, they run the risk of missing out on sudden and powerful recoveries which can make up a significant part of their lifetime returns. As the saying goes, "You've got to be in it to win it." 

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.

Tax planning: Quick facts and common strategies

Tax season may seem far away, but the beginning of a new year is a great time to lay out your tax plans. Having the right strategies and financial tools can make a meaningful difference to your overall financial well-being.

A trip to Europe

Like many European teams at the World Cup, European markets have been underperforming. However, just as it would be unwise to bet against soccer giants like Germany and Italy in the long run, we see upsides to the European markets and believe our investment process and philosophy provides a strong foundation for long-term returns.