Skip to content
News & commentary

Model Portfolio Update 2022 First Half Review

Home News & Commentary Model Portfolio Update 2022 First Half Review
Elvis Picardo

Elvis Picardo

The first half of 2022 was an exceptionally challenging period, as stocks and bonds plunged amid concerns about inflation, recession and rising interest rates.

Our attached Model Portfolio Update reviews market and portfolio developments in the first half, and updates our outlook for the remainder of 2022.

Model Portfolio Update 2022 First Half Review


This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of HollisWealth®. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

How do we elevate your wealth?

It begins with understanding your needs and creating a comprehensive and tailored financial plan to help reduce tax, manage risk and grow your portfolio over the long term. Learn more about how we help you achieve financial security and peace of mind.

News & commentary

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 […]

Read more

July 2022 Portfolio Management Team Update  

July 2022 Portfolio Management Team Update   By Elvis Picardo, CFA, CIM, Portfolio Manager, iA Private Wealth July 15, 2022 Market & Economic Environment  Global equity indices plunged in June, capping an exceptionally challenging first half of the year, as recession concerns escalated amid softening economic data and tighter monetary policy.  The TSX Composite tumbled 9.0% […]

Read more

Model Portfolio Update 2022 First Half Review

The first half of 2022 was an exceptionally challenging period, as stocks and bonds plunged amid concerns about inflation, recession and rising interest rates. Our attached Model Portfolio Update reviews market and portfolio developments in the first half, and updates our outlook for the remainder of 2022. Model Portfolio Update 2022 First Half Review

Read more