Please join us in watching our latest video update for November, where we share key insights on recent market developments and what they mean for your portfolio.
In this month’s update, we break down the shifts we’ve seen in equity markets, including a rotation from high-growth tech into more defensive, income-generating sectors. We also highlight why artificial intelligence (AI) remains a powerful long-term theme, with companies like NVIDIA continuing to deliver strong results and even Warren Buffett making headlines with a major investment in Google.
You’ll also discover how recent policy changes such as interest rate cuts by both the Bank of Canada and the U.S. Federal Reserve could impact economic growth and liquidity. Plus, we explore Canada’s new Federal Budget, highlighting strategic investments and tax incentives aimed at boosting competitiveness. Despite short-term volatility, the fundamentals remain strong. Our focus continues to be on quality companies with real earnings and resilient balance sheets, positioning portfolios for long-term growth.
Please click the button below to watch our November Market & Economic Update video for more detailed insights:
If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at 778-655-2410 or email us at thewonggroup@wellington-altus.ca
Sincerely,
Maili Wong, CFA, CFP, FEA
Senior Portfolio Manager & Senior Wealth Advisor
Wellington-Altus Private Wealth Inc.
Board Director
Wellington-Altus Financial Inc.
