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In our Mid-Year Review, our portfolio managers revisit their forecasts in January and reflect on the major developments of the first two quarters. 

What happened? Why did it happen?

Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram! 

To say that the U.S. election landscape saw a seismic shift in July would be an understatement.

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

In this mid-year period, stock markets have been generous to investors. Prospects of a global recovery in manufacturing activity and possible rate cuts that could ease central banks’ monetary policies helped support the markets. These movements could support commodities and more cyclical indices.

It’s a well-known fact, it’s never too early to start planning for retirement. To ensure that it lives up to expectations and doesn’t come with too many worries, it’s important to plan ahead.

"Nearly nine out of 10 Canadians (87%) aged 55 and over would like to have an investment product that offers capital guarantees, but two-thirds of them are unaware that this is possible with segregated funds."¹