Investment insights

Stay current on market events, deepen your investment knowledge, and gain unique perspective from Scotia Global Asset Management’s investment managers.

Let’s talk investing: Q4 2023 in review with the Multi-Asset Management Team

 

After up-and-down performance through the first three quarters of 2023, strong fourth quarter returns drove impressive market returns for 2023 in total. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key lessons of 4Q23, and their thoughts on what that means for the future.

2023 in review: 5 essential investing lessons

 

Markets can be unpredictable, and last year was certainly no exception. The year was marked by a series of surprises and challenges including a banking crisis, wars in Ukraine and the Middle East, and rising costs of living. Read about the key investing lessons from 2023 and learn time-tested investing strategies to help set yourself up for success in the new year and beyond.  

U.S. Federal Reserve maintains policy interest rate, projects lower rates in 2024

 

The U.S. Federal Reserve (Fed) has once again left its target range for the federal funds rate at 5.25-to-5.50%.

Let’s talk investing: the cash trap

 

Vice President & Portfolio Manager Tom Dicker and Vice President & Senior Portfolio Manager Jason Gibbs discuss what’s been happening in the bond and equity markets year-to-date that has led investors into the “cash trap”. While GICs offer an attractive short-term solution, for longer term investors the importance of dividend paying equities to grow a portfolio remains intact. Uncertainty in the market has created opportunities in high-quality dividend stocks.

Emotional investing 

 

Investment decisions have financial and emotional implications. Read about how our natural emotional biases can shape the way we view our finances and interact with our investments, often subconsciously.

The 1s and 0s of the artificial intelligence (AI) trend  

 

With the arrival of OpenAI’s ChatGPT, we’ve seen a boom in artificial intelligence (AI) and AI-adjacent stocks. Learn what the excitement is all about.

Deflation has China cutting interest rates

 

Learn why the People's Bank of China (PBoC) is easing monetary policy when almost every other major central bank is tightening and what it means for investing in the country.

Let’s talk investing: Q3 2023 in review with the Multi-Asset Management Team

 

After delivering solid performance in the first half of 2023, markets pulled back in the third quarter. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team. They discuss the key takeaways of 3Q23, and their thoughts on where things will go from here.

Podcast: Interest rates are on the rise again - what does it mean?

 

A combination of stubborn inflation and a resilient economy explains why the Bank of Canada decided to hike interest rates again after pausing for several months. Scotiabank’s Chief Economist, Jean-François Perrault walks us through the decision, the rationale, and what it means for you.

Let’s talk investing: 2Q23 in review with the Multi-Asset Management Team 

 

Markets have delivered solid performance year-to-date in 2023, although some economic headwinds remain. On the latest “Let’s talk investing” podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Mark Fairbairn, Portfolio Manager, both from the Multi-Asset Management team. They discuss the highlights of 2Q23, and their thoughts on how best to view investing in the second half of 2023.

Let’s talk investing: Q1 2023 in review with the Multi-Asset Management team

 

Markets delivered positive performance in the first quarter of 2023, yet significant investor concerns continue. On our latest podcast, Greg Sweet, Scotia Securities Director, chats with Craig Maddock, Vice President & Senior Portfolio Manager, and Wesley Blight, Portfolio Manager, both from the Multi Asset Management team. They discuss the highlights of Q1 2023, and their views on how best to manage the current market environment. 

Let’s talk investing: volatility in context for long-term investors

 

Volatility has flared up due to the regional banking issues in the U.S. and the uncertainty unfolding in the European Banking sector. Listen to our latest podcast featuring Greg Sweet (Scotia Securities Director) and Jason Gibbs (1832 Vice President & Senior Portfolio Manager) as they discuss the state of the markets and some recent questions from long-term investors.

Let’s talk investing: finding perspective after 2022

 

After an eventful year, it’s important to look back and reflect on the highs, lows and explore what could lie ahead for markets in the new year. In this episode Greg Sweet, Director of National Sales and Craig Maddock, Vice President & Senior Portfolio Manager and Wesley Blight, Portfolio Manager, both from the Multi-Asset Management team discuss:

  • 2022 performance of stocks and bonds
  • The Continued High Inflation Regime
  • Central banks battle with inflation
  • Energy price volatility
  • How the Multi-Asset Management team dealt with these challenges in their portfolios
  • What investors can expect going forward into 2023

Lets talk investing: keeping steady during volatility 

 

Seeing a portfolio go down in value instead of up can really unnerve investors. It can sometimes cause them to deviate from their plan and make decisions that might not serve their interests over the longer-term. Our latest podcast addresses this issue, as our Multi-Asset Management team’s Portfolio Managers discuss how they view investing in this environment, balancing risk and opportunity by maintaining a disciplined process focused on long-term results.

Lets talk investing: emotional investing 

 

During periods of volatility, emotions can often rise and fall alongside market ups and downs, tempting investors to deviate from their long-term financial plan. In our latest podcast, we discuss the hazards of letting your emotions influence your thinking when it comes to investing, potential pitfalls to avoid, and how a Scotiabank advisor can help.

Deflating inflation worries 

 

Help take the worry out of inflation with actionable strategies in this article and position yourself for long-term success. 

Understanding fixed income 

Whether you’re saving for retirement, your dream home or your children’s education, fixed income investments will most likely feature as an integral part of your diversified investment portfolio. Learn how fixed income has the potential to generate income, increase diversification, and enhance total return. 

Rethinking risk 

Many of our decisions are predicated on our comfort with taking risks. It's important to remember that, when it comes to planning for the long term, risk is more than a four-letter word. This article puts different investment risks into perspective and explores the different ways they can be managed.

Federal budget 2023 

 

A summary of key tax measures from the 2023 federal budget that may impact you and your family. 


View 2023 federal budget fast facts