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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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MACROSCOPE: TSX tumult underscores importance of diversification

The near-record plunge in the TSX Composite in the first quarter of 2020 illustrates yet again the fragility of an index that is heavily exposed to cyclical sectors; it also underscores the importance of geographic diversification for Canadian investors. Click here to read the rest of Macroscope 26.  

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MACROSCOPE: Dare we hope for green shoots?

(This article was written on March 25, 2020; all market data is of close on that date). Former U.S. Federal Reserve chairman Ben Bernanke immortalized the term “green shoots,” when he used it to refer to a nascent recovery in the American economy on March 12, 2009, literally days after U.S. stocks bottomed and the […]

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Dealing with the “Coronavirus Crash” – FAQ

(This article was written on March 18, 2020; all market data is of close on that date). SUMMARY The global economy has not faced a worldwide threat like the COVID-19 pandemic since the Second World War. This is probably the first time in decades that large swathes of the global economy are grinding to a […]

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