Josh Miszk

Recent Posts

Beyond the Headlines: October 2018 Market Correction

by Josh Miszk Last updated on October 12, 2018

Sharing our take on current news stories. 

Last week, global equity markets partially corrected, causing an onslaught of worrisome media pieces. We addressed this with our clients, and want to share our thoughts on this event with you, as well. 

Read More

Economic Update April 2018: Riding the Roller Coaster

by Josh Miszk Last updated on May 04, 2018

The rising interest rate environment – along with geopolitical shifting – is still sparking volatility in global equity markets, with the largest impact felt on bonds and emerging market securities. Looking forward, we can expect more of this volatility, driven by geopolitical inconsistency and rising yields, but we do expect the solid economic data to continue driving growth forward. The ups and downs can seem hard to stomach, but this trend is becoming a new normal. With positive fundamentals guiding us forward, it’s worth the ride.

Read More

Economic Update March 2018: Trade Wars - Good For Absolutely Nothing

by Josh Miszk Last updated on April 06, 2018

Volatility IndexAs expected, volatility is on the rise, most recently fueled by bargaining tactics and a clash of egos that are threatening to provoke a trade war between the two largest economies in the world. Global markets were shaken by the news in March, as we see reflected in increased volatility and a drop in equity markets. 

Read More

Economic Update February 2018: Bringing Back Volatility 

by Josh Miszk Last updated on March 07, 2018

In February, we saw a reintroduction of volatility in the market. The steep drops early in the month were partially clawed back as cooler heads prevailed, but that left many investors with chilly reminders of the recession of 2008. Despite the perceived similarities, we believe this situation is far from the economic fall 10 years ago, as stated in our letter to investors here. Having said that, we see higher volatility persisting in the near future. In this economic update, we’ll talk about why volatility is here to stay and how to manage it. First, let’s start with a note on the Canadian economy.

Read More

Market Corrects - but Fundamentals Should Hold 

by Josh Miszk Last updated on March 07, 2018

Photo by rawpixel.com on Unsplash

Read More

Economic Update January 2018: US Equities Are at All-Time Highs – Where Do We Go From Here?

by Josh Miszk Last updated on February 01, 2018

Global equity markets have had a solid start to the year, particularly outside of Canada. Even with the stronger Canadian dollar offsetting some gains, most developed markets still performed very well. Emerging markets have also kept a strong pace as the China’s response to tighter credit quieted doubters as the market has chugged along.

Read More

Economic Update: 2017 Year in Review

by Josh Miszk Last updated on January 04, 2018

Looking back over the past year, global equites ended up performing stronger than most analysts predicted, consumer confidence improved, volatility was down, and central banks kept inflation in check. All in all, besides weakness in the US dollar and underperformance in Canada, portfolios had a very strong year.

Read More

Economic Update November 2017: A Look at Volatility in the Rear-view and Ahead

by Josh Miszk Last updated on December 06, 2017

Following the election of Donald Trump in November 2016, the outlook for the year ahead held the promise of political volatility and, as a result, economic volatility. It’s fair to say that politically, we’ve been let down, but the market has actually had one of its least volatile years on record, and global markets are all in the black. In this update, we’ll look at the key drivers to this low volatility and discuss whether the trend will persist going forward.

Read More

Economic Update October 2017: Is There Room to Go From Here?

by Josh Miszk Last updated on November 03, 2017

Global markets surged in October setting a series of records throughout the month. For many investors, the question now is whether the current valuations are stretched or if there is still room to go. While there is no shortage of black swan events that could derail the current rally (i.e. North Korea and Washington), market fundamentals support the current valuations. 

Read More

Economic Update September 2017: Resilient Markets

by Josh Miszk Last updated on October 03, 2017

North American equity markets showed resilience to significant geo-political tensions and natural disasters in September. On one hand, the North Korean threat to the world escalated significantly with the latest nuclear test, while on the other hand hurricanes Harvey and Irma caused devastation in various parts of the US and the Caribbean.

Read More

Recent Posts

Follow Us!