Latest Expert Opinions

Opinions
Today :
1
Recent
experts :
Signal
Opinion
Expert
COMMENT
COMMENT
March 25, 2020
Market Outlook The incentives for investing are improving. Back in January, valuations were so priced to perfection there was room for risk. Over the past 25 years the market has been characterized by benign inflation, sustained global growth and liquidity. It appears there is a paradigm shift happening. The speed to which risk can manifest itself for instance. Being prepared for any market, with some investments to hold when markets decline for example. When we get shocks in the economic system, different assets classes respond differently. Currently we have a growth shock that is also deflationary. This suggests cash, long duration treasuries and gold are the holdings that are expect to do best. They have been advising to have something to deal with every market environment. Diversification is the real key. Small business in Canada represents 98% of all businesses in the economy and they have an average cash buffer of 27 days. It is unlikely this will be a V-shaped recovery. Potentially the market is still underestimating the growth impacts. You should start to think how to add those segments that will do well.
Show full opinionHide full opinion
Market Outlook The incentives for investing are improving. Back in January, valuations were so priced to perfection there was room for risk. Over the past 25 years the market has been characterized by benign inflation, sustained global growth and liquidity. It appears there is a paradigm shift happening. The speed to which risk can manifest itself for instance. Being prepared for any market, with some investments to hold when markets decline for example. When we get shocks in the economic system, different assets classes respond differently. Currently we have a growth shock that is also deflationary. This suggests cash, long duration treasuries and gold are the holdings that are expect to do best. They have been advising to have something to deal with every market environment. Diversification is the real key. Small business in Canada represents 98% of all businesses in the economy and they have an average cash buffer of 27 days. It is unlikely this will be a V-shaped recovery. Potentially the market is still underestimating the growth impacts. You should start to think how to add those segments that will do well.