Economic Update: April 2020

by Blake Whiteley Last updated on May 04, 2020

Despite ongoing lockdowns globally, April represented the best month for the TSX since 2009 and the S&P 500 since 1987. It is encouraging to see improvements in the markets; however, it is important to expect volatility to persist and to maintain a long-term perspective in order to keep your eye on your goals and tune out the anxiety caused by the daily investment news cycle.


*Equity Indices - FTSE Global Indices in CAD, Bonds - Barclays Global Aggregate Canadian Float Adjusted Bond Index based on end-of-day data for the Total Return Index as at market close April 30, 2020.


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Economic Update: March 2020

by Blake Whiteley Last updated on April 02, 2020

The novel coronavirus COVID-19 continued its spread globally during March and has had significant impacts on financial markets as well as the global economy. Governments have implemented social distancing and fiscal measures in order to “flatten the curve” and central banks have been quick to respond by providing much needed liquidity. As an investor it is important during these times to maintain discipline and diversification and avoid any market timing strategies.

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Economic Update: February 2020

by Blake Whiteley Last updated on March 04, 2020

Equity markets fell rapidly at the end of the month and have flirted with a technical correction. From time to time markets will take sharp swings, and the process is usually amplified by irrationally putting more stake in negative news rather than looking at the holistic fundamentals that prices are rooted in.  And behind all the fear driving this volatility, fundamentals remain healthy (especially at these prices) and investors will be well-served by keeping cool and sticking to their plan.

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Economic Update: January 2020

by Blake Whiteley Last updated on February 10, 2020

The year is off to a busy start; January was a volatile month fueled by geopolitical developments and a world health emergency. While we expect geopolitical events to continue to drive short-term volatility, our outlook remains positive for stocks fueled by accommodative central banks and positive fundamentals.

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Economic Update: 2019 Year in Review

by Blake Whiteley Last updated on January 22, 2020

2019 has produced some remarkable results in terms of financial market performance. Markets were led by the U.S S&P 500 which experienced a calendar year return of 24.45% in Canadian dollars. The TSX in Canada rose 19.2%; developed markets and emerging markets faired similarly, closing the decade off with stellar returns. The Canadian aggregate bond market also had a great year returning just over 6.5%.

In this update, we will discuss important developments, lessons learned throughout the year and ways that we can apply those learnings moving forward.  

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Economic Update: November 2019

by Blake Whiteley Last updated on December 06, 2019

Equity markets have continued to break records during November advancing quietly due to less trade news relative to the rest of the year. The S&P TSX Composite (YTD gain 18.5%) is on track to finish the year at its highest calendar year return in a decade, and the S&P 500 (YTD gain 24.2%) is on track to record its highest calendar year return since 2013. No discussion of market performance would be complete without a discussion of risk, which we’ll get into as we continue.

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Economic Update: October 2019

by Blake Whiteley Last updated on November 08, 2019

Equity markets fared well throughout the month with the S&P 500 rising to new heights to lead the way. The positive performance can be largely attributed to improving trade sentiment globally while central banks continue to reiterate their accommodative stance.

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Economic Update: September 2019

by Blake Whiteley Last updated on October 03, 2019

Political uncertainty dominated the news cycle this month with major developments out of the US, the middle east, the UK, and China to name a few. Despite the noise present in equity markets, their advance continued.  

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Economic Update: August 2019

by Blake Whiteley Last updated on September 12, 2019

While the trade war between the US and China continued to be in the spotlight during a volatile August, tensions between Hong Kong and mainland China, along with Brexit uncertainty, garnered negative sentiment. Despite these narratives that are contributing to the volatility we have seen, markets still managed to close slightly in the green by month’s end.

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Why Fall Is the Perfect Time to Review Your Finances

by Melissa Motyka Last updated on August 21, 2019

Photo by Mike Kotsch on Unsplash

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