Interest rates, pooled funds and leverage
April 22, 2021
The first quarter of 2021 ended with equity markets posting another positive return of around 5%.
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Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
The first quarter of 2021 ended with equity markets posting another positive return of around 5%.
As 2020 fades into history, it will not be a year that is soon forgotten.
As usual, there are lies, damn lies and statistics.
As the coronavirus dominates the news 24/7, most investors wonder whether markets are disconnected from the reality of what they hear and read in the mainstream media.
It only took a little virus to put an end to the “flawless decade long” bull market. Then, we realized how connected the whole world
A congruence of factors led to low inflation and low interest rates, which in turn allowed for modest economic growth without imbalances.
Although the negative interest rate environment (NIRE) is a fact of life currently in Europe and Japan, it has not come to North America for now, or should we say “yet”.
“Free-trading” online brokerages like Wealthsimple and Robinhood aren’t as “free” as they claim to be, and in fact, earn money from your investments in several different ways.
It’s time to clear the air around your investments.
Paying taxes is no fun. But if this was an especially lucrative year for your investments, you may owe even more taxes than usual.
Generally speaking, the higher the interest rate, the better it is for our investments — right? So why do bond prices fall when interest rates rise?