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News & Commentary

Get fresh perspectives on the latest investment and financial news and trends from the Luft Financial team, as well as from leading experts in Canada and around the world.

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December 2024 Portfolio Management Team Update

December 2024 Portfolio Management Team Update  By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth December 18, 2024   Market Review  Global equities turned in a mixed performance in November, as the “Trump Trade” drove North American indices to new highs, while European markets fell amid growing political uncertainty.    The TSX Composite surged […]

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November 2024 Portfolio Management Team Update

November 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth November 22, 2024 Market Review Global equities briefly paused their rally in October ahead of the U.S. Presidential elections, before the “Trump Trade” drove U.S. indices to new highs this month. The TSX eked out a 0.65% gain […]

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October 2024 Portfolio Management Team Update

October 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth October 3, 2024 Market Review Global equities advanced to new highs last month to cap a volatile quarter, as interest rate cuts by major central banks boosted optimism for a soft landing despite mixed economic data. The TSX […]

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September 2024 Portfolio Management Team Update  

September 2024 Portfolio Management Team Update  By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth September 24, 2024   Market Review  Global equities added to gains in August, as they recovered from the worst bout of volatility since 2022 that erupted in the first week of the month. The TSX advanced 1.0% last […]

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August 2024 Portfolio Management Team Update

August 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth August 13, 2024 Market Review Global equities surged to new highs in July as inflation concerns abated, before the worst bout of volatility since 2022 erupted in the first week of August, taking the S&P 500 to the […]

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July 2024 Portfolio Management Team Update

July 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth July 29, 2024 Market Review Global equities turned in a mixed performance in June, with declines by the TSX Composite and most European bourses offset by gains in U.S. and Asian markets. The MSCI AC World Index’s 2.4% […]

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