It is the time of the year when we reflect, celebrate and look forward.
Following a tougher 2022, equity and fixed income both returned positively in 2023
It has been 49 years since the launch of the first personal computer. Since then, humans have been asking the same question: When will computers and robots
Market Outlook
Equity implied volatility is in the mid-teens, suggesting a possibility that investors have become complacent. This is happening despite a
Technology is disruptive. This statement is somewhat true, somewhat untrue.
Disruptive tech of the past
Since the introduction of the personal computer in the
Headline inflation has been the single biggest macro factor affecting financial markets over the past 18 months due to the resulting impact on global monetary
My career began within the financial services group at Ernst & Young and while three years of rigid audit tasks left little room for creativity, they provided a
The battle between slowing overall economic activity and stubborn inflation continues to rage in most geographies. Central banks in these regions have increased
When markets have been below their peak for some time, it’s helpful—psychologically and financially—to keep in mind that down markets have always been followed
The misdirect
Investors began the year with an extremely optimistic belief that an economic soft landing would be achieved in the U.S. with cooling inflation
The Bank of Canada and US Federal Reserve hiked interest rates this year. Many hoped that this aggressive move would cool inflation. However, this did not prove
The October U.S. CPI, as reported at an annualized rate below 4%, leads to some hope that the Fed’s hiking has been effective, and rates are close to terminal
It’s a challenge no one minds facing: determining what to do if a lump sum comes your way. With a smaller windfall, the decision often focuses exclusively on