Asset Manager Commentaries

2015 FEDERAL BUDGET Jamie Golombek, CPA, CA, CFP, CLU, TEP Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services Reprinted with permission from Renaissance Investments The April 21, 2015 federal budget (Budget) included a number of tax measures that will impact individuals and small business owners. As per the government assurance that this would… Read more »

The following commentary is courtesy of Renaissance Investments Jamie Golombek, CPA, CA, CFP, CLU, TEP , Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services The first two months of the year are known as “RRSP season” since the contributions you make to your RRSP up until March 2, 2015 allow you to claim a tax… Read more »

Cardinal Capital Management Inc. March 9th was supposedly a red-letter day for stock market aficionados. It marked the sixth anniversary of the current bull market, which started from the depths of the despair prevailing in the market melt-down following the Lehman Brothers bankruptcy in 2008 – the fourth longest bull market in recent US market history,… Read more »

The following is courtesy TD Asset Management and is posted with permission. Bruce Cooper, Chief Investment Officer, TD Asset Management Inc. After a period of relative calm in financial markets, volatility returned in 2014, bookending the year and reminding investors that investing is not always a smooth journey. While many are hoping this volatility was just an… Read more »

Perspectives on Asia December 2014 by Robert Horrocks, PhD Over the next decade, I expect Asia’s economies to continue to raise living standards and to narrow the income gap between its own citizens and those in the U.S. or Europe. Why do I think this? Asia continues to have a high savings rate. A country… Read more »

The following is courtesy BMO Capital Markets and is posted with permission. Douglas Porter, CFA, Chief Economist Let’s be entirely clear. Just a little more than two weeks ago, global financial markets were reeling, with the S&P 500 close to full correction terrain for the first time in nearly three years, the TSX was down… Read more »

The latest view on the economy  by Douglas Porter, CFA, Chief Economist   The following is courtesy BMO Capital Markets and is posted with permission. In a wild week for financial markets, the challenge was isolating the main cause of the growing angst. Broad concerns about the global economy are clearly the driver, but we have to be… Read more »

The following is courtesy TD Asset Management and is posted with permission. That hum you heard in the background throughout 2013? That was emanating from the U.S. Treasury’s printing presses, which were running at full throttle to keep up with the $85 billion the U.S. Federal Reserve (the Fed) was spending on long-term securities each month (“QE3”)…. Read more »

The following is courtesy TD Asset Management and is posted with permission. U.S. – POISED FOR A STRONGER YEAR AHEAD U.S. markets bid farewell to 2013 in style, with both the S&P 500 and Dow Jones Industrial posting solid gains, and ending the year up an impressive 29.6% and 26.5%, respectively. U.S. Treasuries on the other hand, sold-off as… Read more »