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Market Views
Adding Protection in a Time of Tariff Uncertainty
February 26, 2025
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Market Views
Adding Protection in a Time of Tariff Uncertainty
Tariffs are now a major topic across North America. We have attached a robust commentary from the Q Wealth Partners investment team for anyone who wants to read more below.
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Investing
The Case for Private Equity
In the current financial environment, incorporating alternative asset classes like private equity has become crucial for achieving desired investment outcomes. Over the past decade, more investors have turned to private equity, seeking both strong returns and diversification to balance the instability often seen in public equities.
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Financial Planning
Continued Growth
Our market outlook is generally optimistic. The outlook appears favorable, with opportunities in sectors like industrials and information technology, and we expect continued growth in the near term as the Federal Reserve becomes more accommodating.
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Financial Planning
A New Interest Rate Era Has Begun
The Bank of Canada reduced its benchmark interest rate three times in the last few months and there is a chance we will see further cuts this year. Are lower rates a good thing? Who would benefit and why are they doing this?
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Financial Planning
The Case for Private Debt
At Elevate Wealth, private debt investments have been a core holding in client portfolios for over a decade. They have helped provide more consistent returns with less volatility. Here is a more detailed look at what we mean by private debt.
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Financial Planning
Achieving Financial Confidence
Rob Parrish was recently interviewed by Wealth Professional. We thought it was worth sharing the article as it does a fairly good job of capturing the vision and values that drive our team. Clients seem to agree with our approach as almost 80% have been with us for over 20 years. That speaks volumes about the depth of the relationships and the level of trust that has been built up over time.
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Market Views
June Market Update
Global markets have done well this year, but eight large companies – all of them involved in developing Artificial Intelligence (AI) – accounted for most of the gains in the US and Global indices. The picture is not so rosy when looking beyond these names.
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Financial Planning
Cybersecurity in a Rapidly Changing World
Cybersecurity threats are constantly evolving. It is important to understand how you can protect your online safety and privacy. It is also important to understand how your accounts at Q Wealth are further protected.
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Innovation
The Age of AI has Begun – Part II
AI will continue to be controversial. There are fears and challenges about how AI will be used and how society will be impacted. You may remember there were also fears and doubts as smart phones became mainstream. But what are some of the potential benefits of AI?
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Financial Planning
Uncovering Biases
Uncovering biases can reduce investing mistakes. Biases are a natural part of the human decision-making process. What are some of the common biases and how can they lead to costly mistakes?
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Innovation
The Age of AI has Begun – Part I
ChatGPT was released on November 30, 2022, and reached over 100 million active users by January, making it the fastest app in history to reach this level of engagement. What is it and how will it help the average person?
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Investing
What Happens After a Bad Year in the Markets?
Like most years, 2023 is faced with a number of challenges that threaten the outlook for both the economy and markets. But in the last 85 years, two consecutive negative return years has only happened 3 times. Most of the time, strong positive years usually followed negative return years.
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Investing
Using Options for Downside Protection
As Portfolio Managers with Q Wealth, we are constantly looking for ways to improve our portfolio returns for our clients. Utilizing options is one approach we take to reduce the impact of market volatility. This blog outlines an example of how we utilize an option collar and discusses its benefits in an investment portfolio.
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Financial Planning
Key Facts & Deadlines for 2023
Here is a summary of the key facts & deadlines for 2023 that we thought you might find interesting.
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Financial Planning
Michael Holden Named One of the Top 50 Advisors in Canada
Michael was recently named one of WealthProfessional Canada’s Top 50 Advisors of 2023.
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Investing
US Stocks Suffer Worst Year Since 2008 Financial Crisis
TheS&P 500 was down almost 20% in 2022. Bonds lost about 16% as inflation surged causing central banks worldwide to hike interest rates. Most investors hold some mix of stock and bonds, and because both asset classes fared so poorly, typical balanced portfolios struggled as well.
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Investing
The Benefits of an Option Strategy – What We Learned in 2022
One of our core beliefs is that equity markets move higher over time. Investors will experience volatility and corrections, but equities should provide them with a good long-term return … if they remain invested.
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