Category: Market commentary

May 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth May 24, 2023 Market Review Global equities moved broadly higher in April, as fears about systemic risk in the financial system receded and investors looked forward to a potential end to the interest rate-hike cycle. The TSX Composite gained […]

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April 2023 Portfolio Management Team Update  By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth April 25, 2023   Market Review  Global equities were mixed in March, as concern about systemic financial risk led many indices lower. U.S. indices bucked the trend to post gains – despite two of the largest bank failures in […]

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March 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth March 23, 2023 Market Review Global equities declined in February, paring part of January’s stellar gains, as stronger-than-expected economic data fueled concern that major central banks were not yet done with monetary tightening, sparking a broad selloff across asset […]

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February 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth February 21, 2023 Market Review Global equities rebounded in January from the December selloff, getting 2023 off to a strong start, as investors grew increasingly confident that central banks would ease up on their interest-rate hikes. The TSX surged […]

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January 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth January 26, 2023 Market Review Global equities finished 2022 on a dismal note, capping an exceptionally challenging year as central banks around the world boosted interest rates sharply to combat the threat posed by surging inflation. The spike in […]

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December 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth December 20, 2022 Market Review Global equities continued the rally from their October lows through November, on optimism that a potential peaking of inflationary pressures could bring the relentless hike in interest rates by major central banks to a […]

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