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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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August 2023 Portfolio Management Team Update

August 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth August 15, 2023 Market Review Global equity indices added to their solid first-half gains in July on optimism about slowing global inflation and a potential end to the Federal Reserve’s interest rate hikes. The MSCI World Index’s 16.2% YTD […]

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July 2023 Portfolio Management Team Update

July 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth July 26, 2023 Market Review Global equity indices rebounded in June, as economic data that suggested resilience in the U.S. economy raised investors’ hopes for a “soft landing” (which is defined as a slowdown in economic growth that avoids […]

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June 2023 Portfolio Management Team Update  

June 2023 Portfolio Management Team Update  By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth June 22, 2023   Market Review  Most global equity indices retreated in May, as concern about a slowing global economy and uncertainty about the future path of interest rates sapped investor sentiment.   The TSX Composite tumbled 5.2% last month, […]

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May 2023 Portfolio Management Team Update

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

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

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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