2023 ReCap

2023 ReCap

As we start the new year, let’s quickly review 2023. Investors faced many challenges last year, including elevated inflation, interest-rate hikes, geopolitical conflicts, and a slowing global economy. That said, those who were patient and rode out the volatility were...

Investment Focus | Issue 13 | An Overdue Correction

Investment Focus | Issue 13 | An Overdue Correction

It has been a volatile start to the year.

We’ve had 30-year highs in inflation, interest rate increases, Covid, the Ukraine/Russia conflict, and China lockdowns. There’s even talk of a European recession next year and potential American recession in late 2023. All of this has caused negative returns in every asset class, especially in the tech space and smaller companies.

Investment Focus | Issue 3

Investment Focus | Issue 3

Volatility was the norm in the third quarter. Whether it was the loss of five million barrels of oil per day from the drone attack on Saudi oil infrastructure, Brexit with UK Prime Minister Boris Johnson losing his majority, or Democrats announcing an impeachment inquiry, there seemed to be an endless barrage of bad news. Despite all this, the markets were mostly positive.

Investment Focus | Issue 2

Investment Focus | Issue 2

The financial and investment world has been ultra-focused on fees in the past few years, which was warranted given that Canadians paid some of the highest fees in the world. However, when cost becomes the primary factor in decision making, we can end up with unanticipated problems.