Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Changing Tides
January 12, 2021 • Portfolio Construction, Economic Insights
Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the strongest returns, while beaten down sectors (real estate, energy and financials)
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Turning the Corner
November 25, 2020 • Portfolio Construction, Economic Insights
Christmas is almost upon us, which means we will soon close the book on 2020. It was a tough year for everyone as the COVID-19 pandemic drastically changed our lifestyles. Thankfully, humans are creative and adaptive, and we were able to overcome many challenges.
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Red, Split or Blue?
October 30, 2020 • Portfolio Construction, Economic Insights
Red, split, or blue - three potential outcomes of the next U.S. election, and what they could mean for markets and the economy.
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Where Do We Go from Here?
September 30, 2020 • Portfolio Construction
Following months of uncertainty and drastic responses from governments and markets across the globe, CI Investments’ CI Multi-Asset Management team provides a three-step process on where we go from here.
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All that Glitters Is Not Gold
August 28, 2020 • Portfolio Construction
The COVID-19 pandemic saw gold prices increase over 25% this year. CI Multi-Asset Management investigate the drivers behind this recent surge and the secular trends that lead them to believe the rally may not be behind us.
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Unknowns – Known and Unknown
August 06, 2020 • Portfolio Construction
The support from central bank interventions and government spending have eased some of the economic concerns surrounding the COVID-19 pandemic, however, the long-term effects of these policies are still unknown. Read more:
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Dynamic Hedging – Making Your Dollar Go Further
July 03, 2020 • Portfolio Construction
As volatility continues to permeate the investment landscape, particularly in currency movements, CI Multi-Asset Management has employed a new dynamic currency hedging strategy across their portfolios to mitigate risk and make your dollar go further.
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The COVID-19 Pandemic – Where Are We Now?
June 02, 2020 • Portfolio Construction
As markets begin to stabilize and economies slowly reopen, the CI Multi-Asset Management team takes a look back at how markets have reacted through the COVID-19 pandemic and what lays ahead for their portfolio positioning strategies.
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Beware the Ides of March
May 08, 2020 • Portfolio Construction
The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
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Market Disruptions – Then and Now
April 07, 2020 • Portfolio Construction
Looking at three different market disruptions in recent history, CI Multi-Asset Management demonstrates how and why markets reacted as they did, and what this can tell us about the current coronavirus pandemic.
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