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News & commentary

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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Financial charts & stocks

MACROSCOPE No. 35: Only a V-shaped economic recovery will do now

The Nasdaq’s 45% surge from its March 23 low is the epitome of a V-shaped rebound (Figure 1). Overly optimistic investors who are banking on a similar economic recovery may be in for a disappointment. There are a growing number of signs that risk appetite is back in a big way, judging by the ease […]

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June 2020 Portfolio Management Team Update

Market & Economic Environment: Global markets advanced for the second month, as U.S. indices posted one of their fastest-ever rebounds from a bear market. Investor optimism over reopening of economies around the world overshadowed a continued run of weak economic data, a steady increase in global coronavirus cases, and deteriorating relations between the U.S. and […]

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MACROSCOPE No.33: Pandemic will usher in long-lasting change in many areas

The pandemic is shaping up to be one of those momentous events that change the way we go about a lot of things in our daily lives. Consider how, in the aftermath of the 9/11 attacks, stringent security checks forever changed the experience of taking a flight. Because the pandemic’s far-reaching effects straddle areas – […]

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