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November 2022 Portfolio Management Team Update

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

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

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

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

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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Managing your Mortgage in Today’s Rising Rate Environment 

Managing your Mortgage in Today’s Rising Rate Environment  What’s happening with mortgage rates?   On July 13, the Bank of Canada raised its benchmark interest rate by a full percentage point – the biggest hike since 1998 – in an attempt to cool off inflation, taking the rate to 2.5%.  Major Canadian banks promptly raised their […]

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