Insights

Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

Q1 2024 Commentary

Lorenzo Pederzani and Matthew Evans, co-portfolio managers at Westmount Wealth, discuss how equity markets responded positively to the unexpected prospect of fewer rate cuts, with significant returns in Canadian and U.S. markets. Inflation is slowly returning to target levels, though housing inflation remains a concern, especially in Canada, where household debt is notably higher than in the U.S. This financial landscape has led to a revised expectation of fewer and delayed rate cuts.

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

2023 Year-End Commentary

Just like a skilled rider managing the unpredictable movements of a bucking horse, successful investors needed a combination of skill, patience, and focus during the ups and downs of 2023. The events served as a reminder of the difficulty in accurately predicting economic or market events. Learn more in our 2023 Year-End Commentary.

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

Q3 2023 Commentary

Tennis and wealth management share striking similarities in their stamina, patience, and strategic thinking requirements. In tennis, players need physical stamina to endure long matches, mental patience to wait for the right moment to strike, and tactical acumen to outmaneuver their opponents.

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

Q2 2023 Commentary

The check engine light is flashing, yet the car still seems to be performing well. Portfolio Managers Lorenzo Pederzani and Matthew Evans, take a closer look under the hood and discuss opportunities and risks in both public and private markets.

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

Q3 2022 Commentary

The end of the third quarter was a volatile one, seeing a sharp rally through August and even sharper reversal in September, bringing equities back to their June lows. This was triggered by the same themes that have plagued 2022 thus far.

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