The Money Letter: Create opportunities
Political and regulatory risks – broadly defined as risks emanating from the political and/or regulatory environment that can have an adverse impact on a company’s prospects and profitability – are among the many threats businesses must deal with and manage.
This month Elvis Picardo contributes to “The Money Letter – Strategies for Successful Investing”. His experience in international capital markets has enabled him to develop a global perspective on portfolio management.
This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of iA Private Wealth. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
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News & commentary
December 2024 Portfolio Management Team Update
December 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth December 18, 2024 Market Review Global equities turned in a mixed performance in November, as the “Trump Trade” drove North American indices to new highs, while European markets fell amid growing political uncertainty. The TSX Composite surged […]
Read moreNovember 2024 Portfolio Management Team Update
November 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth November 22, 2024 Market Review Global equities briefly paused their rally in October ahead of the U.S. Presidential elections, before the “Trump Trade” drove U.S. indices to new highs this month. The TSX eked out a 0.65% gain […]
Read moreOctober 2024 Portfolio Management Team Update
October 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth October 3, 2024 Market Review Global equities advanced to new highs last month to cap a volatile quarter, as interest rate cuts by major central banks boosted optimism for a soft landing despite mixed economic data. The TSX […]
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