Market Updates

Fall 2011: Market Update and Outlook

by Bev Moir on September 16, 2011

To restate the obvious, this summer has been another time of extreme volatility in the markets. The intense and relentless media coverage has been unsettling to say the least. Headline news, political gridlock, and brinkmanship in the US contributed heavily to investor fear and angst. What has become increasingly clear as we’ve moved into September [...]

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Putting your October statement into perspective

by Bev Moir on November 11, 2008

Dear Valued Clients, Most of you are aware that September and October were extremely difficult months for stock markets (for the U.S. market, October 2008 was the worst month in over 20 years) – this will be reflected in the statement you’ll be receiving shortly. A common question as I talk with clients is: “What [...]

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The TSX Index–Positive, But Misleading

by Bev Moir on June 20, 2008

This report illustrates that the positive returns from Canada are not all that they seem and that strength has not been broadly based across all stocks and sectors. It also emphasizes the need for investors to understand the composition of their equity portfolios, how they compare to the composition of the TSX Index, and more [...]

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What to Do Right Now

by Bev Moir on May 5, 2008

In volatile markets and when investment portfolio returns are lower, it’s not uncommon for investors to question the wisdom of past investment choices. Some investors might be tempted to pull out of long-term strategies or to invest too conservatively by shifting their portfolio towards guaranteed products such as GIC’s. While there is a place for [...]

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Current Market Situation and Outlook

by Bev Moir on May 5, 2008

Corporate earnings reporting season is underway for companies listed on the S&P500 and thus far, results have been much stronger than anticipated. These numbers are closely watched as they give an indication of the health of the economy. Not at all surprising, US financials and consumer discretionary companies reported the most declines in year over [...]

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Volatile Markets

by Bev Moir on January 22, 2008

Winter 2008 Update Volatility in global financial markets has increased substantially over the past six months, beginning with the equity market downturn at the beginning of the summer of 2007. Equity markets did briefly recover much of their losses, but have since moved lower, and the path appears to remain rocky. Key Points to Remember [...]

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Economic Outlook

by Bev Moir on January 15, 2008

The US economy is slowing down. A soft US economy is forecast with growth projected to be less than 1%. It’s unclear if the country will slip into recession, however the Feds are expected to lower the overnight bank rate by 100 bps to stimulate economic growth. Canada is in a more enviable position with [...]

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Current Market Situation

by Bev Moir on January 15, 2008

2007 was a challenging year for investors as the Canadian stock market leaders were concentrated in a narrow list of companies. The top five TSX gainers contributed 89% of the total 2007 gains; RIM, Potash and Alcan alone accounted for about 72% of the return. We began 2007 on a positive market tone and ended [...]

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Hedge Funds – Things You Should Know

by Bev Moir on August 22, 2007

Hedge Funds have become increasingly popular investments over the past decade and have recently garnered a great deal of attention in the financial press. Here’s an article prepared by our Portfolio Advisory Group that provides information you should know. Over the last decade, hedge Funds have become an increasingly popular investment vehicle and an integral [...]

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Current Market Volatility

by Bev Moir on August 15, 2007

As the U.S. mortgage crisis continues to send waves around world financial markets, major world equity indices are off 8-10%. Our Portfolio Strategist, Vincent DeLisle, wrote earlier this week that he believes we may have gone through 80% of the potential decline. Time will tell. It is not uncommon for markets to pull back. Equity [...]

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