The effect of central banks and monetary policy on equity and fixed-income (and real estate, and cryptocurrency) markets cannot be understated at the moment. An average daily market recap will contain terms like Federal Reserve, Quantitative Easing, Stimulus, Tapering, Interest Rates, and Inflation to explain market activity. In this article we breakdown these terms and… Read More
The You First Blog
By most definitions, markets are up right now. A market high isn’t immediate cause to reassess your long-term investment strategy, but it’s a great time to consider your short-term options. If you are thinking about accessing funds from your portfolio in the next three years and you have yet to inform us of this plan,… Read More
The next Canadian Federal election is Monday, September 20th. Recent polling data indicates a minority government is the most probable outcome, with a small chance of a majority government being formed. RBC GAM looked back at the last 13 federal elections to gauge their impact on financial markets. They found that markets typically look through… Read More
In August, the global economy continued to recover and expand, but it was a topsy-turvy month due to events in Afghanistan, the Delta variant spreading and speculation about the Fed’s “bond taper”. Here’s a summary of this past month’s notable market-related events. COVID-19 and market developments U.S., Canadian, and global stocks notched a seventh straight… Read More
New Investia Mobile Client App We are pleased to introduce the Investia app, a brand new application that lets you navigate through the Wealthview Client Portal directly from your mobile device. With the Investia app, you can access your account information easily and free of charge. Ready to use the new app? Simply follow these steps: Register… Read More
Hello to all You First readers! We hope you are enjoying the sunny weather and the reopening of the city. We have passed the halfway mark of 2021 and we would like to provide you with a visual update of the major investment themes observed this year. The early phase of the business cycle, marked… Read More