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Recovery, Catch up, Accommodation
Wayne Gillespie • Apr 21, 2021
In his Q1 update, Wayne Gillespie, Director & Senior Portfolio Strategist, identifies the big three investment themes for 2021 and how they are playing out in the early stages of a global economic recovery.
He discusses how cyclical stocks are leading the way as market momentum shifts away from stocks with a growth orientation towards those offering value. This shift should prove supportive to companies residing in the Energy, Financial Services, Consumer Discretionary, and Real Estate sectors of the economy.
Here are a few more highlights from Wayne:
- Canada appears primed for growth
- There is a significant level of cash in the system waiting to be invested
- Fixed-income yields are rising
- Inflation concerns are pressuring fixed-income securities
- Investors have been rewarded for staying invested
Learn more about IPC Private Wealth's investment offerings.
Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs. Our budget Infographic provides the key highlights.
The third week of February marked a crucial period for IPC Private Wealth clients, featuring up to four major portfolio events.
In his Q1 update, Rana notes that the financial markets have started 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN), marking the most robust start since 2019. This surge brings us to his topics for discussion: the psychological phenomena’s of FOMO (Fear of Missing Out) and FUD (Fear, Uncertainty, and Doubt).
