by Simon Chun | Oct 26, 2022 | Blog, Quarterly Reports
The Market Global markets in the third quarter of the year began on an upbeat note in July with some markets recovering over 50% of the year’s losses on optimism of peak inflation. However, the bear market rally was cut short in the last few weeks of September as US...
by Simon Chun | Jul 18, 2022 | Blog, Quarterly Reports
The Market Downside volatility was the name of the game for the second quarter of 2022 as global market participants balanced four-decade high inflation levels driven by everything from gasoline to airline tickets, restaurant meals, and new & used vehicle prices,...
by Simon Chun | Mar 18, 2022 | Blog, Quarterly Reports
The Market Global stocks with the exception of Canadian markets ended the first quarter of 2022 in negative territory. However, since our letter to clients on March 9, 2022, markets have rebounded from the 2022 lows. The sustained rally in global equities from the...
by Simon Chun | Jan 21, 2022 | Blog, Quarterly Reports
Year End Reports Enclosed in this YouFirst quarterly Portfolio Review package are your: Portfolio Evaluation Report Annual Performance Report(s) Annual Investment Management Fee Report For non-registered account holders. The following items should be given to your...
by Simon Chun | Sep 30, 2021 | Blog, Quarterly Reports
The Market As the third quarter of 2021 drew to a close, the month of September certainly lived up to its reputation as being unpredictable and volatile. Global markets touched all-time highs several times before two sizable selloffs near the end of September with...
by Simon Chun | Jul 15, 2021 | Blog, Quarterly Reports
The Market North American markets closed the second quarter of 2021 at all-time highs, buoyed by persistent investor optimism in the reopening of the economy as well as continued accommodative fiscal and monetary policy by global policy makers. On the home front, the...
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