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Market Commentary


Market Commentary 2020

May 2020
After entering into the fastest bear market ever during March, markets snapped back strongly in April entering into another bull market (which by definition is a climb of 20% or more from its trough). While there remains much uncertainty with regards to how or when global economies will return to some sort of normalcy, there have been a number of encouraging signs which have lifted equity markets around the world.
April 8, 2020
What a difference a month can make. February saw markets in both Canada and US hit new all-time
highs, while March saw the fastest official bear market ever (as measured by at least a 20% drop)
take place. Of course the reason for this is the swift moving coronavirus – Covid-19.
April 1, 2020
Recency bias is the tendency to overweight recent experiences. It is the risk of extrapolating recent
events, or short term returns in the market, and drawing conclusions from them. One week ago
investors were concerned about the market going to zero, while this week investors may be afraid
about missing out on a recovery.
March 24, 2020
The wild ride in the market continues, with futures limit up (as of writing at 5:15am this morning). The one thing we know for sure these days is that what is at this moment, is no indication for how things will look at the end of trading today. Markets remain focussed on the headlines, and intra-day volatility can be driven by the US Federal Reserve, Congress or the Senate, a White House press briefing, or just about anything else remotely relevant. We remain focussed on risk management and will continue to do so as we navigate this challenge.
March 17, 2020
Financial markets over the past four weeks have been on a wild ride. The fear and uncertainty surrounding COVID-19 and its impact on public health, industry and the economy have created extreme levels of volatility and days where historical correlations are irrelevant.
February 2020
Couples commonly hold property as Joint Tenants with Right of Survivorship (“JTWROS”). In certain circumstances, there are several benefits to this ownership structure. However, JTWROS ownership for couples may not always be appropriate if one of the spouses wishes to benefit children of a previous relationship, other family members, friends, charities or other beneficiaries. The attached article shows the pros and cons of owning property JTWROS.
January 2020
Like many Canadians, making the world a better place and creating a legacy aligned to your personal values, beliefs and convictions is an important wealth planning priority. Establishing a private foundation can help you achieve these priorities and give meaning and structure to your philanthropic goals. It can also help you to pass these values on to your children and grandchildren,by involving them and other family members in your giving strategy and family legacy.