The Living Market Podcast

IG Wealth Management
  • 4.9 (125)
  • INVESTING
  • UPDATED WEEKLY
The Living Market Podcast Podcast

Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Join Philip as he navigates The Living Market.

  1. 6 DAYS AGO

    The latest member of the $1 trillion club

    Berkshire Hathaway, the investment company run by Warren Buffet, recently hit the $1-trillion-value mark, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Since 1987, Buffet’s company has returned an average of 16.7% annually, considerably more than the S&P 500’s average return of around 11% over the same period. Philip explains why the company often performs well when markets are down and why his team’s tactical tilts are mirroring those of Berkshire Hathaway; cutting stakes in equities and boosting the fixed income portion.

    4 min

  2. AUG 30

    Where are the recent gains coming from?

    What drives one stock index to outperform another? This is the key question that IG Wealth Management’s Chief Investment Strategist, Philip Petursson explores in considering whether recent gains on the S&P/TSX Composite are coming from the success of the companies that make up the index, or are the gains the output of something else altogether.

    5 min

  3. AUG 23

    Lessons we learned from this earnings season

    IG Wealth Management’s Chief Investment Strategist, Philip Petursson reviews the most recent earnings season. This is when companies report their quarterly revenue (sales) and earnings (profits). Philip explains the difference between the two, how disappointing revenue can still result in increased earnings, which sectors were this season’s winners and losers, and what needs to happen for S&P 500 stocks to continue to increase in value.

    7 min

  4. AUG 16

    Are we missing the bigger picture?

    It’s easy for market participants to get obsessed with tiny details, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Right now, it’s an obsession with the U.S. Federal Reserve’s next move on cutting rates, which would require an acceptance that the economy is weakening. At the same time, however, markets expect earnings to grow by 10% over the next 12 months, suggesting a strong economy. Given this paradox, Philip says that now is the time to step back from the minute details and focus on what is currently crucial for investment portfolios.

    5 min

  5. AUG 6

    How a carry trade works and why it’s causing such volatility

    On Monday, Japan’s Nikkei index saw its worst two-day drop ever, having reached an all-time high just three weeks ago, says Ashish Utarid, Assistant Vice-President, Investment Strategy. While several factors were in play, one in particular seemed to spark this extreme volatility: the carry trade. Ashish explains how a carry trade works, how it’s at risk from currency fluctuations and what you can do to help protect your portfolio from this kind of volatility.

    5 min

  6. AUG 2

    Is the Fed making a policy mistake?

    The U.S. Federal Reserve has decided to stay put and follow market expectations by not cutting rates. However, by changing its statement, the Fed set expectations for a September cut, saying that job gains have moderated and that inflation was now only “somewhat elevated.” Ashish Utarid, IG Wealth Management’s Assistant Vice-President of Investment Strategy, asks, “Will the Fed’s eventual rate cut come too late?”

    4 min

  7. JUL 26

    A pivot from inflation-fighting to economic support

    Having just announced a second interest rate cut that quickly followed the first, what’s next for the Bank of Canada? asks IG Wealth Management’s Chief Investment Strategist, Philip Petursson. The bank has clearly switched its priorities from fighting inflation (a battle it has surely won) to supporting the Canadian economy. Philip discusses the probable rate cuts ahead, the likely timing for the U.S. Federal Reserve to start following Canada’s lead, and what this will all mean to consumers and the economy.

    5 min

  8. JUL 19

    Is the big companies’ overperformance a problem?

    Some commentators are worried about a market recovery where most gains are coming from a small percentage of companies, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. There is a fear that many of these large companies are very expensive, with overly high expectations. However, Philip explains that in this weird bull market — where most companies have underperformed so far — if the big companies start seeing a correction, another sector will be ready to step in to take its place.

    5 min
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4.9
out of 5
125 Ratings

About

Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Join Philip as he navigates The Living Market.

Information

  • Creator
    IG Wealth Management
  • Years Active
    2022 - 2024
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    The Living Market Podcast

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