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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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March 2024 Portfolio Management Team Update

March 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth March 20, 2024 Market Review Global equities advanced for the fourth successive month in February, as growing confidence in a “soft landing” for most major economies took the MSCI All-Country World Index to a new high. The TSX […]

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February 2024 Portfolio Management Team Update

February 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth February 22, 2024 Market Review Global equities advanced for the third straight month in January, despite a significant decline on the last day of the month after the Federal Reserve signaled it was in no hurry to cut […]

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January 2024 Portfolio Management Team Update

January 2024 Portfolio Management Team Update By Elvis Picardo , CFA® , CIM, Senior Portfolio Manager, iA Private Wealth January 23, 2024 Market Review Global equities continued to rally in December, adding to November’s strong gains and capping a stellar fourth-quarter performance that contributed substantially to 2023’s unexpectedly robust results. The rally was fuelled by […]

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December 2023 Portfolio Management Team Update

December 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth December 15, 2023 Market Review Global equities broke their three-month losing streak by staging an unexpectedly strong rebound in November to post their best monthly gain in three years. The rally was sparked by the Federal Reserve’s November […]

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November 2023 Portfolio Management Team Update

November 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth November 23, 2023 Market Review Global equities extended declines in October, falling for three straight months for the first time since the summer of 2022. However, the November 1 announcement by the Federal Reserve that it was holding off […]

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September 2023 Portfolio Management Team Update

September 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth September 20, 2023 Market Review  Global equities retreated in August, after posting their best performance in the first seven months of a year since 2009, as uncertainty about the future trajectory of interest rates – fueled by stubbornly high […]

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