Luft Financial | Elevate your Wealth | Vancouver Wealth Management firm
The first half of 2022 was an exceptionally challenging period, as stocks and bonds plunged amid concerns about inflation, recession and rising interest rates. Our attached Model Portfolio Update reviews market and portfolio developments in the first half, and updates our outlook for the remainder of 2022. Model Portfolio Update 2022 First Half Review
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June 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth June 27, 2022 Market & Economic Environment The TSX traded marginally lower in May, while the S&P 500 and Dow Jones Industrial Average were virtually unchanged over the month as a late surge erased earlier losses. The TSX Composite […]
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May 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth May 24, 2022 Market & Economic Environment North American stock indices plunged in April, beset by concerns about a potential recession, as equities resumed their downtrend after a brief hiatus in March. The TSX Composite fell 5.2% last month, […]
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April 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth April 22, 2022 Market & Economic Environment Stock indices posted unexpected gains in March to pare part of the declines from the preceding two months in a tumultuous quarter. The TSX Composite’s 3.6% advance in March resulted in an […]
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March 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth March 18, 2022 Market & Economic Environment Stock indices added to their January declines last month, as the Russian invasion of Ukraine on February 24 roiled commodity and stock markets. The TSX Composite was an exception to the global […]
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Markets have been unusually volatile so far in 2022. Our attached Model Portfolio Update provides some insights into our outlook for the rest of the year, and our strategy for dealing with evolving market conditions. Model Portfolio Update 2021 Review & 2022 Outlook
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