2025 Market Outlook – growing optimism despite policy fog.
2025 Market Outlook – growing optimism despite policy fog. Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the themes that influenced the markets in 2024 and offers her insights on what to expect in 2025. https://vimeo.com/1040529318/a33f22773e 2024 was...
Will 2025 be a “Golden Vintage” for Private Markets?
Will 2025 be a “Golden Vintage” for Private Markets? Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on how lower interest rates will impact private market investments. Finally, at long last, the era of “higher for longer” seems to...
How low can Canada’s rates go?
How low can Canada’s rates go? In the latest update from Christine Tessier, Chief Investment Officer of Harbourfront Wealth, she says goodbye to Q1, takes stock of key economic indicators, and provides an update on our economic outlook. • We continue...
Stumbling towards a mild recession?
Stumbling towards a mild recession? “Despite an optimistic equity market and headline numbers showing resilience, underlying economic trends show a mixed picture. The economy may stumble into a mild recession. Inflation has sufficiently dropped as to finally merit rate cuts...
Staying Afloat in a Sea of Contradictions
Staying Afloat in a Sea of Contradictions Coming off the December 2023 market euphoria, January 2024 market returns were considerably more muted and decidedly mixed across regions and asset classes. Canadian and US markets continued to reflect mixed views on...
2024 Global Economic Outlook
2024 Global Economic Outlook The month of January is named after Janus, the Roman god of new beginnings, who looks into the past and into the future. As timeless as New Year’s resolutions, January signals this transition, accompanied by a...
December 2023 Market Commentary – The “Nearly Everything Market Rally”
The Nearly Everything Market Rally Markets took a break from the 2023 “higher for longer” view. Instead, correlations between bond and equity markets continued to be positive, with risk assets rallying together across the public markets. Reversing its 3-month negative...
Bank of Canada raises interest rates to the highest level since 2001
Bank of Canada raises interest rates to the highest level since 2001 The Bank of Canada hiked rates by another quarter point, making it the second rate hike in a row since pausing in March, taking interest rates up to...
New labour data shows 3x more jobs created in June than expected
New labour data shows 3x more jobs created in June than expected Statistics Canada has announced 60,000 jobs were created in June, 3x the level expected! Christine Tessier, Harbourfront Wealth Management’s Chief Investment Officer, shares key takeaways from employment announcements...
Tariffs and Trade Wars: The Ultimate Zero Sum Game