Luft Financial | Elevate your Wealth | Vancouver Wealth Management firm
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.
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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November 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth November 29, 2022 Market Review Global equities staged an unexpected rally in October for the second time in four months, as investors shrugged off concerns about inflation and rising interest rates, as well as a near-meltdown in UK government […]
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October 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth October 25, 2022 Market Review and Economic Environment Global equities plunged in September on escalating concerns about a recession arising from central banks’ attempts to quell inflation through rapid interest rate hikes. The Federal Reserve raised its benchmark interest […]
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September 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth September 15, 2022 Market Review and Economic Environment The summer rally that had enabled U.S. indices to claw back half their 2022 losses by mid-August came to a grinding halt in the second half of the month (Figure 1). […]
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Dollar-Cost Averaging – A Strategy for Times of Market Volatility For anybody that isn’t familiar with the term “Dollar-Cost Averaging”, it is a strategy that requires you to buy a set amount of the same investment(s) (whether that is a stock, mutual fund, etc.) in regular intervals regardless of market conditions. Anybody that makes regular […]
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August 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth August 24, 2022 Market & Economic Environment After a dismal first half, global equity indices rebounded strongly in July, led by U.S. indices on Q2 earnings that were better than expected, and optimism that the Federal Reserve would raise […]
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