Investor Strategy - 2021 Half time Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Jul 05, 2021 2021 is half over and given how markets have advanced, there should be a good half time celebration. In this Investor Strategy: Mid-year market recap – just keep swimming Asset Allocation – re-opening economy Asset Allocation – Market Cycle and positioning... Read more
Market Ethos - Normal is gaining momentum Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Jun 21, 2021 With improving signs of mobility based economic data, spending on travel, leisure, dining out and patios is on the rise. Add this to continued elevated spending on durables such as autos and home improvements, could this be the roaring 20s? Time will... Read more
Market Ethos - Whistling past the graveyard Filed Under: Financial Planning | Investment Services | Portfolio Management | Total Client Experience | Wealth Management Published by Brett Gustafson on Jun 14, 2021 The bond market appears relaxed and whistling as it walks past the spiking inflationary data (aka the graveyard). In this Ethos we share both sides of the argument on higher or lower inflation going forward, plus of course our views. Click HERE Read more
Market Ethos - CAD – a powerful concurrence of factors Filed Under: Financial Planning | Portfolio Management | Wealth Management Published by Brett Gustafson on May 31, 2021 In the long run, currency is usually a zero sum game. In the shorter term it can have pretty big impacts on portfolios. In this Ethos we share our updated views on the recent strength of the CAD. While it may not be over, the factors pushing the CAD higher... Read more
Market Ethos - Inflation Finally Filed Under: Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Wealth Management Published by Brett Gustafson on May 17, 2021 After just about everyone spent the last few months talking about inflation, it finally started to show up in the CPI data (for the U.S. that is, Canada is out this week). Now the big question is whether this is just a cyclical uptick due to re-opening... Read more
Market Ethos - When a dollar is not just a dollar Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on May 10, 2021 Markets are now $25 trillion higher than before the pandemic, S&P 500 earnings and the U.S. economy were higher in Q1 than ever before. Yet many industries remain in the dumps and millions of people remain out of work. In this Ethos we highlight why our... Read more
Investor Strategy: Time for real assets? Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Brett Gustafson on May 03, 2021 This month’s investor strategy includes the usual market recap and market cycle plus a dive into real assets. Market recap – defying the odds Asset Allocation – market cycle Real Assets: Worth considering for 2020s? Real Estate – less real than you think... Read more
Market Ethos - Market's Mood & Flow Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Brett Gustafson on Apr 26, 2021 This week’s ethos dives into investor sentiment. Whether measured by surveys, use of margin or fund flows, individual investors appear to be increasing active of late. While this is good news that has helped markets move higher, more often than not these... Read more
Investor Strategy - Another great quarter to be an investor Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Connected Wealth on Apr 05, 2021 Q1 was a good quarter to be an investor, now what will the rest of 2021 hold? In this edition: Market recap – yields, value & margin calls Market cycle & portfolio positioning Currency & crowded trades Inflation stirring beneath the surface Pandemic induced... Read more
Pandemic, Polls, & Positioning Filed Under: Events | Financial Planning | Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Richardson Wealth Asset Management on Nov 02, 2020 It is almost election time. In the November installment of investor strategy you will find: Market recap Election time Pandemic 2nd wave Positioning still defensive Dividend doldrums LRCNs, the new, new thing Managed Portfolios style evolution Click HERE... Read more