Market and Investment Insights
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December 2020 Commentary & Performance Review
The juxtaposition of strong financial markets within a struggling global economy in 2020 highlighted how different the two can act. The S&P 500, typically a bellwether for stocks due to its broad sector diversification and revenue sources, ended the year…
Insights
December 2020 Commentary & Performance Review
The juxtaposition of strong financial markets within a struggling global economy in 2020 highlighted how different the two can act. The S&P 500, typically a bellwether for stocks due to its broad sector diversification and revenue sources, ended the year…
November 2020 Commentary & Performance Review
In a remarkably short time, three pharmaceutical heavyweights (Pfizer, Moderna, and AstraZeneca) have announced they’re nearing the final stages of developing a COVID-19 vaccine. The surprisingly high…
October 2020 Commentary & Performance Review
Throughout October, investors took positions to de-risk portfolios in the run-up to the U.S. Presidential election. This de-risking, coupled with rising COVID infections and new lockdowns in Europe, resulted in…
September 2020 Commentary & Performance Review
As lockdown restrictions eased, a second wave of COVID cases surged across Europe and India. As a result, mobility-tracking data produced by Google and Apple shows people are willingly travelling less in these regions, putting increased pressure on…
August 2020 Commentary & Performance Review
Over the early summer months, global economies have shown improvements. Jobs, retail sales, food services, and industrial production have been experiencing significant bounces. As we head into the fall…
July 2020 Commentary & Performance Review
The theme of July was strong growth in risk assets compared to a weak US dollar. Relative to history, the US dollar had the worst month of all the major asset classes. A weak US dollar helps spur growth because…
Q3-2020 Quarterly Review
CrossPoint Financial brings to you the third quarter of 2020 portfolio review. Split into 2 segments, these videos cover some interesting topics that have crossed Brent’s desk and then a more in-depth look at the markets and our portfolio performance through the quarter.
Q2-2020 Quarterly Review
CrossPoint Financial brings to you the second quarter of 2020 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
Q1-2020 Quarterly Review
CrossPoint Financial brings to you the first quarter of 2020 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
Q4-2019 Quarterly Review
CrossPoint Financial brings to you the final quarter of 2019 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
Q3-2019 Quarterly Review
CrossPoint Financial brings to you the third quarter of 2019 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
Q2-2019 Quarterly Review
We are pleased to offer the Q2-2019 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
A Tale of Two Markets
Bond markets and stock markets usually move opposite to each other, hence their diversification benefits. Today, they appear to be indicating the same thing by moving strongly upward together. One of them must be wrong. Historically, the smart money is the bond market viewpoint. Yet today, central banks are distorting true risk and value by their market operations. The bond market is likely saying that recession is coming. This leads us to continue our shifts to a more defensive portfolio posture.
Holiday Reading and Investment Wisdom
Markets have become more turbulent again, not that we should be surprised. In fact, opportunities are now becoming more apparent and for that, we are excited as it will help us grow your portfolio. However, we also recognize that the larger ups and downs can be very...
November is Financial Literacy Month
From the desk of Erin Gendron... In October, Financial Planners Standard Council (FPSC), Canada’s governing body for financial planning conducted a survey* of over 1500 Canadians. They found that 41% of Canadians lack confidence in their financial affairs. 33% of...
Protect Your Family’s Future AND Get Rewarded for Being Healthy!
From the desk of Erin Gendron... This is a message for our younger clients or those who are "young at heart". Insurance: Something no one enjoys talking about, but a 'must have' conversation. We feel a sense of responsibility to have this conversation with you - or...
Don’t Look Now
Don't Look Now...but U.S. stocks are in a decided uptrend as a period of market anxieties appear to have faded—at least for the moment. There are a number of factors that investors say are underpinning the recent resurgence in risk-taking that’s lifted the market....
Can I retire?
From the desk of Erin Gendron... At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track?...
December 2020 Commentary & Performance Review
The juxtaposition of strong financial markets within a struggling global economy in 2020 highlighted how different the two can act. The S&P 500, typically a bellwether for stocks due to its broad sector diversification and revenue sources, ended the year…
November 2020 Commentary & Performance Review
In a remarkably short time, three pharmaceutical heavyweights (Pfizer, Moderna, and AstraZeneca) have announced they’re nearing the final stages of developing a COVID-19 vaccine. The surprisingly high…
Q3-2020 Quarterly Review
CrossPoint Financial brings to you the third quarter of 2020 portfolio review. Split into 2 segments, these videos cover some interesting topics that have crossed Brent’s desk and then a more in-depth look at the markets and our portfolio performance through the quarter.