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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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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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