Investors have had a tough time navigating the volatile markets in the past year. Investment portfolios have been severely impacted by the pandemic-induced economic slowdown and the unpredictable geopolitical landscape. Our EVP, Don Stuart CFA spoke with Wealth Professional Canada Magazine to discuss managing time horizon and cash needs for long-term investment goals amidst the current state of mutual funds.
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Investor Series
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Feb 24, 2023
In this webinar instalment, we delve into the latest developments in the world of finance and economics. The current economic landscape is dominated by concerns about inflation, interest rates, and the possibility of a recession; however, it’s crucial to understand that relying too heavily on these headlines is more likely to undermine than benefit an investment plan.
Our speakers discuss their market expectations for the year ahead and provide valuable insights on how to effectively navigate through this macroeconomic news and maintain a steadfast focus on your long-term investment goals.
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“Being inundated with news on inflation, interest rates, and geopolitics can take your eye off a portfolio which is designed for five to 10 years, especially if heavily equity-oriented. But the truth is many of those macro things come and go”. Our EVP Don Stuart, CFA spoke with Wealth Professional.
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Globe and Mail asked nine Canadian fund managers, including our Chief Investment Officer Ken O’Kennedy, CFA, for their advice on how to position portfolios for 2023.
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Our EVP Don Stuart, CFA, spoke with Wealth Professional Canada Magazine. “It’s easy to get caught in stories that feel compelling and make a lot of sense at the time. But, often, that means that you’re overpaying because everyone’s thinking the same thing.”
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