Finding balance amid uncertainty
Keeping expectations on an even keel has been a challenge when it comes to the financial markets. In 2022, we have experienced a rapid reversal in both direction and sentiment. With persistently high inflation, and with headwinds from the Ukraine war and the spring Covid shutdowns in China, the central banks have taken a more […]
Inflation, Interest Rates, Inflection Points
First Look at 2022 Canadian Federal Budget
Inflation, Interest Rates and Inflection Points
Inflation continues to hold the most sway over capital markets, and its direction will determine the path of interest rates, asset prices, and geopolitical stability. The absolute level of inflation, the highest in decades, is inflicting pain on consumers and investors alike. For those old enough to remember the last time inflation was this high, […]
CRA expected to announce prescribed rate increase
The Honeymoon is Over for Canadian Couples – Part Deux: CRA Expected to Announce Prescribed Rate Increase The last time I wrote about this subject it was 2013, fast forward to present day and here I am three kids later, and having survived a global pandemic…so much has changed but the window of opportunity to income […]
Economy to Decelerate as Interest Rates Rise
Time: the investor’s great ally
It has been said that “history is just one damned thing after another.” This may be particularly fitting today. For many of us, there has been little respite from the challenges of the past two years. Looking forward, it seems as though there is no shortage of new challenges. As we try to navigate the […]
Navigating through the short and long term implications of the war
Until a few weeks ago, confidence was steadily recovering after a two-year global pandemic caused unprecedented disruption to the global economy. We now find the world plunged into another crisis and capital market volatility has returned. Like the first few weeks of the pandemic, the Russian invasion of Ukraine has pushed the uncertainty barometer to […]