Archive:  2022

15
Dec
2022
Portfolio Construction: Short-Term Pain, Long-Term Gain
by Alfred Lam: CFA December 15th, 2022 in Money Tips
This hasn't been a fun year to be an investor, but what does the long-term outlook have in store? Alfred Lam, CFA (Senior VP and CIO, CI GAM) breaks this down in his latest column.
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08
Dec
2022
Podcast: Opportunities in Fixed Income? Say It Ain’t So
by John Lawson December 8th, 2022 in Money Tips
Our CI Assante Private Client Investment Counsellor, Sean Rosas, CFA, joins us for the latest episode of the Wealth Wisdom Podcast.
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30
Nov
2022
Podcast: 5 Tips for Effective Charitable Giving
by John Lawson November 30th, 2022 in Philanthropy
Sana Family Office’s co-founding partner Josh Dyck (BA, CFP®, Wealth Advisor, Assante Capital Management Ltd.) joins for the latest episode of the Wealth Wisdom Podcast.
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25
Oct
2022
Podcast: What do marshmallows and markets have in common?
by John Lawson October 25th, 2022 in Money Tips
Senior Portfolio Manager Peter Hofstra (CI Global Asset Management) joins the latest episode of the Wealth Wisdom Podcast, a Sana Family Office Production.
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What are the characteristics of stocks vs. bonds vs. real estate? Alfred Lam (Senior VP and CIO, CI GAM) breaks down the characteristics of all three in his latest edition of Portfolio Construction.
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The reality is markets typically bottom when investors have unrealistically bearish expectations.
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29
Aug
2022
Podcast: 5 things you need to do before selling your business
by John Lawson August 29th, 2022 in Money Tips
Your business is a valuable asset...but is it ready to be sold?
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17
Aug
2022
Portfolio Construction: What's After the Storm?
by Alfred Lam: CFA August 17th, 2022 in Money Tips
Most of the market chatter this year has centered around short-term events, but it's important not to lose sight of long-term opportunities ahead.
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The stigma is ending, but there are still some common mental health ideologies that just aren’t true.
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The S&P 500 Index moved aggressively following the 8.6% inflation print announced on June 10. What does this mean for the markets and your portfolio?
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Interest rates are up. Inflation is up. Returns in both the stock and bond markets are down. So, what the heck is going on? To help decipher the current investment landscape, global strategiest Drummond Brodeur returns to the Wealth Wisdom Podcast.
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22
Jun
2022
The Fed Just Lost the Plot: Recession Risks Escalating
by Drummond Brodeur: MBA, CFA June 22nd, 2022
This past week has seen a material shift in markets and market outlooks. At the epicentre of the storm are the U.S. bond market and the Fed, which seems to have lost the plot.
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So far, 2022 has presented a difficult market to invest in, with significant declines in both bonds and equities. However, opportunities are still available for investors.
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31
May
2022
Brodeur: Five key messages for investors amidst recent market volatility
by Drummond Brodeur: MBA, CFA May 31st, 2022 in Money Tips
2022 has seen one of the worst starts for markets in years. Let's take a moment to step back and assess some of the drivers of the selloff and the potential implications and messages for investors going forward.
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27
May
2022
Podcast: Cautionary HR Tales and Tips for Business Owners
by John Lawson May 27th, 2022 in Money Tips
Is your business prepared to handle a potential HR nightmare? To gain insight on some of the biggest HR challenges, we're joined on this episode of the Wealth Wisdom Podcast by Pierre Bourbonnais (Employment Relations Consultant, Peninsula Canada).
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02
May
2022
Portfolio Construction: Inflation is not the only challenge
by Alfred Lam: CFA May 2nd, 2022 in Money Tips
Statistics Canada reported higher inflation in February 2022. The Consumer Price Index rose 5.7% compared to a year ago as of February 2022. Commodity prices have skyrocketed as a result of the current Russia-Ukraine conflict.
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11
Apr
2022
Tax Highlights from the 2022 Federal Budget
by Assante Wealth Planning Group April 11th, 2022 in In The News
The Assante Wealth Planning team breaks down everything you need to know about the 2022 Canadian Federal Budget.
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Alfred Lam (Senior VP and CIO, CI Global Asset Management) touches on the ongoing conflict with Ukraine and Russia, and how this affects the global markets.
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Alfred Lam (Senior VP and CIO at CI Global Asset Management) joins us to discuss this on the latest episode of the Wealth Wisdom Podcast.
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There are two main reasons that caused volatility: the burst of a speculative bubble and the beginning of tighter monetary policies. Is your portfolio positioned to take advantage of these volatile swings?
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24
Feb
2022
Brodeur: Update on the Russia/Ukraine Situation
by Drummond Brodeur: MBA, CFA February 24th, 2022 in In The News
Drummond Brodeur (Senior VP and Global Strategiest, CI Global Asset Management) provides commentary on how the Russia/Ukraine situation affects the markets and specific funds from CI Financial.
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24
Feb
2022
Lam: Update on Russia/Ukraine
by Alfred Lam: CFA February 24th, 2022 in In The News
The news of Russia invading Ukraine created rattles in capital markets this morning. However, it was a known concern so a fair bit of the downside had already been reflected in asset prices before this morning.
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23
Feb
2022
Highlights from the 2022 British Columbia Budget
by Assante Wealth Planning Group February 23rd, 2022 in In The News
Finance Minister Selina Robinson tabled the 2022 British Columbia provincial budget on February 22, 2022. Due to better-than-expected economic growth, the deficit for the 2021/22 fiscal year is anticipated to be $483 million, which is less than the previous projection of $9.7 billion. The budget projects a deficit of $5.5 billion for 2022/23 and $4.2 billion for 2023/24 fiscal years.
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Travel agent Claire Newell joins the Wealth Wisdom podcast to give you tips and trends about traveling in 2022.
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02
Feb
2022
Portfolio Construction: Rising Inflation Inevitably Leads to Bank Rate Hikes
by Assante Wealth Planning Group February 2nd, 2022 in Money Tips
Senior Vice President and Chief Investment Officer Alfred Lam, explores the effect rate hikes could have on economic growth, markets and investment decisions during the year ahead.
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28
Jan
2022
Podcast: 2022 Market Outlook & The Omicron Effect
by John Lawson January 28th, 2022 in Money Tips
CI Global Asset Management’s Senior VP and Global Strategist Drummond Brodeur joins the Wealth Wisdom Podcast to provide 2021 market reflections, along with the outlook for 2022.
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25
Jan
2022
Insights on this Month’s Market Volatility
by CI Global Asset Management January 25th, 2022 in In The News
Markets are having a tough start to 2022 with the S&P 500 Index and the Nasdaq Composite Index tumbling into correction territory, down approximately 8% and 12% respectively. While the TSX Composite Index has held up better with less tech exposure, it too is down, approximately 3% YTD. What’s happening?
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10
Jan
2022
A Letter from John: Happy New Year!
by John Lawson January 10th, 2022 in Money Tips
Welcome to 2022! 2021 certainly had challenges locally and globally, but being a pragmatic optimist, I do think there was so much good that happened throughout the year as well and I expect that to only get better in coming years!
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