The Living Market Podcast IG Wealth Management
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- Business
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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.
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After the first rate cut, what’s next?
This week, the Bank of Canada finally announced a cut in its key interest rate (by a quarter of a percentage point) to 4.75%. IG Wealth Management’s Chief Investment Strategist, Philip Petursson says that, while this is a good start, it will take more than one small rate cut to make any significant difference to the economy. He explores what still needs to be done, what we can expect in the coming months and what this will mean for the loonie.
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How passive investing causes overvaluations
Value strategies are key to active investment management, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. They require analyzing a company’s financial information, assessing future growth potential and coming up with a value based on its capitalization rate (its net operating income divided by its current market value). However, passive investing, in the form of ETFs, simply buys company shares based on the company’s value relative to the overall market. Philip explains how this is causing overvalued companies to become even more overvalued.
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How copper and the economy are entwined
Copper has an intriguing ability to predict the economy’s health, says IG Wealth Management’s Ashish Utarid, Assistant Vice-President, Investment Strategy. Thanks to its widespread use in many manufacturing activities, an increase in demand for copper often signals a growing economy. Conversely, a slowing economy usually leads to lower copper prices. Ashish explains the reasons behind copper’s recent 20% growth, and what that means for the economy in general.
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Spring clean your financial plan
With taxes now filed and RRSP contributions made, May is the ideal time to revisit and refresh your financial plan, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. In this special edition of the podcast, Philip and his special guest, IG’s Aurèle Courcelles, Assistant Vice-President, Tax and Estate Planning, discuss what investors should be focusing on right now. They talk about the possible implications of the recent budget’s capital gains tax, how to improve your estate planning and ways to modify your portfolio and its asset allocation, given the current market opportunities.
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How U.S. elections impact the markets
The markets are often affected by seasonal factors that are understandable and predictable, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Retail activity is always strong in December, and there’s typically far more travel over the summer months. A similarly predictable but less understood market phenomenon, however, is the way that U.S. equity markets perform in the summer leading up to a U.S. presidential election. Philip explains why you might not want to sell during these months.
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Will early rate cuts boost inflation?
Both Wall Street and the White House are keen to see interest rate cuts this year, at the very least before the November election, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Recent weak consumer spending might force the U.S. Federal Reserve’s (the Fed) hand, leading to rate cuts sooner rather than later. However, as Philip explains, while earlier rate cuts could be good news for the markets, they could bring about higher inflation. And is the Fed willing to risk that?
Customer Reviews
awesome
exceptional make more podcasts
Voice of reason
Philip brings such a common sense approach and explains very concisely. This is a quick update that makes sense and shares opportunities in any type of market behaviour. Speaking of behaviour, I appreciate how Phillip always ties it back to what us investors are showing in behaviours.
Authentic, open and honest opinions
It is such a pleasure to hear a quality professional from a long established financial powerhouse give simple explanations to clarify the complexity of the financial world we all must live within.