The Autumn season in the markets was punctuated by concerns over the Israeli-Hamas fighting and its geopolitical impacts, watching with bated breath about how consumers would digest the insidious impact of interest rates, and in China a property market decline…
Author: Rose Ann Dizon
Commentary January 2024 – A Tale of Two Sectors
Posted in Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, equities, exchange rate
Commentary October 2023 – Ready for a Turn
This summer into fall, markets have been fixated on the economic “soft landing” narrative and the notion of rates being higher for longer. It is true that circumstances have made it tougher than in past cycles to slow down the…
Posted in Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, currencies, equities, exchange rate
Commentary April 2022 – Inflation Goes Into Overdrive
As the developed world navigated past the Omicron virus wave, various factors lengthened and/or accelerated the inflation we once hoped would be transitory. On the economic demand-growth side, various economies saw increased consumer activity, especially in leisure spending. On the…
Posted in Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, covid19, currencies, equities, exchange rate, pandemic
Commentary January 2022 – Digesting Omicron and Persistent Inflation Impact
Commentary January 2022 – Digesting Omicron and Persistent Inflation Impact There were many winds washing through the markets in the months leading up to the New Year. Hence it was a tumultuous time. To name a few: The Delta variant…
Posted in Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, covid19, embridge, equities, exchange rate, fairfax financial, pandemic, preferred shares