March 2025 Portfolio Management Team Update
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In this insightful video, Elvis Picardo, a Senior Portfolio Manager at Luft Financial, breaks down recent market uncertainty, including the impact of U.S. tariffs on Canada, silver linings in the Canadian economy, and U.S. market performance. He also explains how the Portfolio Management Team is adjusting portfolios, strengthening the income sleeve, increasing cash holdings, reducing…
Recent insights
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TSX Among Best Performers Globally as Canadian Economy Improves
In this video, Elvis Picardo reviews what has been an incredible year for global markets,…
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Inflection Point
In this video, Elvis Picardo discusses the sixth consecutive month of gains for global equities…
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Bracing For A Correction
In this update, Elvis Picardo reviews the recent bullish market performance, discusses why investors should…

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