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News & commentary

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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June 2020 Portfolio Management Team Update

Market & Economic Environment: Global markets advanced for the second month, as U.S. indices posted one of their fastest-ever rebounds from a bear market. Investor optimism over reopening of economies around the world overshadowed a continued run of weak economic data, a steady increase in global coronavirus cases, and deteriorating relations between the U.S. and […]

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MACROSCOPE No.33: Pandemic will usher in long-lasting change in many areas

The pandemic is shaping up to be one of those momentous events that change the way we go about a lot of things in our daily lives. Consider how, in the aftermath of the 9/11 attacks, stringent security checks forever changed the experience of taking a flight. Because the pandemic’s far-reaching effects straddle areas – […]

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MACROSCOPE No. 32: Disconnect between markets and the economy

A rising chorus of influential voices are warning about the risks posed by the global pandemic-induced lockdown to the economy and stock markets. Earlier this week, Federal Reserve officials including its chair Jerome Powell warned that the virus outbreak and shutdown of the U.S. economy would result in an output decline of historic proportions in […]

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MACROSCOPE No. 31: Striking a balance between offense and defense

Times like the present underscore the importance of holding an investment portfolio that strikes a balance between offense and defense, much like the best teams in any sport. In investment parlance, that means holding a portfolio mix of stocks and securities that will do well in a strong economy while mitigating some of the downside […]

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