Market Monitor – January 2019

At our recent Toronto Due Diligence conference, we asked six of our Investment specialists to share their market outlook for 2019.
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2019 Outlook and Market Review

On January 21-22, we spent two days at our Toronto Due Diligence conference with several of our investment specialists who manage portfolios for Counsel Portfolio Services and IPC Private Wealth. This event gave us perspective on what is happening in the markets and what our investment specialists are doing.
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Our Perspective – A Case of Market Flu

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, tackles the causes for the recent market volatility, and points out that there is good news that will help see us through this “market flu”.
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What Investors Need to Know to Start 2019

Here are some key things to keep in mind as we head into 2019. This article summarizes what we’ve been experiencing in the markets and how our portfolios are positioned to mitigate the risks. You’ll also get valuable perspectives from our investment specialists.
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Quarterly Commentaries

Each quarter Counsel's Chief Investment Officer, Corrado Tiralongo, provides his perspective on what happened in the markets over the quarter, and how our portfolios are positioned.
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Take the Long-Term Perspective

Markets have seen increased volatility in 2018, and have been trending lower over the past several weeks. Year-to-date, the U.S. S&P 500 Index has returned 2.67%, and the Canadian S&P/TSX -5.33%, closing in on correction territory, with returns of -7.64% and -8.81% respectively from their peaks earlier this year.
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Annual Returns and Intra-Year Declines

Market declines or even corrections during the year are common place and this year is no different. More often than not, the market recovers to finish in positive territory.
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Evolution of the Counsel Balanced Portfolio

We believe in the power of design and evolution. The Counsel Balanced Portfolio has undergone significant changes over the years as the investment landscape has evolved.
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Our Perspective – Tune Out the Noise

In this five-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, discusses the recent market volatility and puts it into historical perspective.
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Market Monitor – October 2018

We caught up with four of our investment specialists at our recent Fall Summit in Whistler, B.C., and we asked them for their perspective on the markets and the positioning of their portfolios.
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Investments for When Life Happens

​As you journey through life, your personal and financial goals will change over time. This article outlines the types of investment solutions typically associated with various life stages.
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Our Perspective – Certainties and Uncertainties

In under 5 minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses the uncertainties we’ve been experiencing in the markets, and highlights some certainties we can feel good about. He also explains how we are positioning our portfolios in this market environment.
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Counsel Global Trend Strategy moves to safety

Declining price momentum in non‐U.S. equity markets so far this year has prompted an increased allocation in U.S. Short-Term Treasuries and reduced exposure to stocks.
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Interest Rates going up - again

The Bank of Canada raised its key policy rate for the 4th time since last June. Future rate increase may be on hold pending the outcome of trade disputes, however.
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Market Monitor – May 2018

Five of our investment specialists with diverse investment styles and strategies share their unique points of view.
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Challenge of Getting to 7 Summary

More complexity and risk to make 7%? Not with Counsel Balanced Portfolio.
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Our Perspective – Making Sense of What’s Going On

In six minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses what's been happening in the markets, and explains what Counsel is doing to reduce the impact of short term volatility.
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Volatility Returns

Volatility returned to the markets in the first week of February, 2018, and it has unnerved some investors. Here’s what happened and why it’s actually quite normal.
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Our Perspective – What Really Matters

In seven minutes, Rana Chauhan, Counsel’s Chief Investment Strategist, cuts through the fog and discusses what's happening in the markets, and explains how the Counsel Portfolios are positioned.
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Your Investments Can Make a World of Difference

ESG is a rapidly growing area of focus in the investment community. It encompasses all of the major factors that determine whether a corporation is acting ethically and responsibly to individuals, society and the world.
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