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John Ridd
Kate Murdoch
Megan Lisowski
Crystal Ng

Tel: 905-727-5040

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BMO Nesbitt Burns
16775 Yonge St
Suite 221
Newmarket, ON
L3Y 8J4
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June 2021 E-Newsletter

PORTFOLIO UPDATE

Our indicators:
· Short term: We are in the Yellow Zone and waiting to see which way this sideways market will move. Is the ‘pause’ in market growth enough to restore investor confidence before another push higher, or is it the market rolling over before a more notable pullback? We may start to see some movement after mid-June, following the Central Bank meetings.
· Mid & Long-term: We are still in the Green Zone looking out to the end of this year, but beyond 2022, market strength is more questionable.
 
Active & Strategic Management:
The bottom line is we remain positioned for growth in the majority of the portfolio and continue to outperform and/or remain in line with our portfolio’s benchmarks. We have proactively raised some cash... Read more

MARKET & ECONOMY

Fundamental Perspective: An economic analysis considering the overall state of the economy, industry trends, and influences propelling the market.
 
Key Message:
Expectations are for the economy and market to experience continued growth through the rest of this year and likely into 2022. The main factors threatening this outlook continue to be the...Read more

Technical Perspective: An analysis of market trends and patterns, as well as pressures on price to gain insight into the future direction of the market.
 
Key Message:
After a rather typical and systematic climb up from the start of this year, we have seen market growth paused since mid-June. The market trend has been moving sideways and we continue holding on to some...Read more

UNDERSTANDING THE INDUSTRY & STANDARDS YOU SHOULD EXPECT
It is incredibly important to ensure your money is being invested based on a defined strategy and that there are rules behind the execution of that strategy. Without a well-defined and well-executed strategy...Read more

PLANNING & ORGANZING YOUR WEALTH

Cash planning
 
Many individuals are sitting on higher than ideal levels of cash, nervous to get back into the market and hoping to time their re-investment at the bottom of the next pullback. However, there is a flaw in this approach... Read more