Tom Stachiw, CIM

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Calgary, AB
Tom Stachiw, CIM

CC&L Private Client

01/05/2024

Weekly Roundup 1/5/2024

Happy New Year everyone!

This week our asset management writes about the common theme of downshifting throughout 2024 in:

✔ Economic growth

✔ Inflation

✔ Interest rates

Check out the post for more information!

12/17/2023

⛄ Weekly Roundup - 12/15/2023

✅ Markets reacted positive to a slew of policy announcements last week.

✅ One highlight was the clearest signal yet from the Federal Reserve projecting their historic tightening campaign is over.

✅ It looks like the European Central Bank and Bank of England should follow suit with 2024 rate cuts. However, they are reluctant to discuss them within the media.

✅ Money market funds sit over 5.75 trillion, with the most attractive rates seen in 20 years. Rates have risen 5.7% year-to-date through December 14th, 2023 - a fraction of the total rate of return of global stock markets at 21.9%.

Stay tuned for our last Weekly Roundup of 2023 next week!

12/14/2023

Weekly Roundup - 12/8/2023

✅ After a strong November, will we have a sustained market rally through the holidays?

✅ Looks like central bank hikes are done, bond markets look at a long-term slowdown in growth.

✅ Employment numbers remain strong despite slowing growth.

12/01/2023

Weekly Roundup - 12/1/2023

Christmas season has officially begun! ☃

This week in the weekly roundup:

✅ Canadian data shows a weakening economy. The annualized contraction of 1.1% was well below expectations.

✅ US consumption remains strong but is slowing. Increase in the cost of living has dampened the amount of household free cashflow.

✅ Markets remain buoyant with strong returns in November.

11/29/2023

Continuing education for with opportunities in Alternative Investments!

Dive into the diverse world of alternative investments to elevate and diversify your financial portfolio. Here’s a snapshot of some of the key strategies available to our clients at Connor, Clark & Lunn Private Capital Ltd. (CC&L).

🏗️ Infrastructure: Explore essential projects driving economic growth.

🏡 Real Estate: Unlock potential investing in both residential and commercial spaces.

💸 Private Loans Strategy: Navigate the private lending landscape for strategic investments, assessing risk and seizing opportunities.

💼 Private Equity: Gain exclusive access to high-growth opportunities in privately held companies.

Check out to carousel below to learn more about alternative investing.

These types of investments may make sense in your long-term investment portfolio!

11/20/2023

Weekly Roundup 11/17/2023:

✅ Where do equities go from here? If we have a soft landing, things may not be as bad as a regular economic downturn.

✅ Bonds becoming a regular conversation in the investment picture. Higher yields look promising.

11/15/2023

In continuation of , this week is a focus on embracing financial growth by diversifying your investment portfolio.

🛡️ The Power of Diversity: Discover the armor against market volatility. Learn how a diversified portfolio ensures stability and risk management.

❓ How to diversify your portfolio: Demystify the world of stocks, bonds, and alternatives! Knowledge is your greatest ally. Equip yourself with an understanding of different asset classes for strategic investing.

🏚 Building Your Portfolio: Craft your financial canvas with a mix of assets tailored to your goals and risk tolerance. Your unique blend is the key to unlocking personalized financial success.

💲 Reaping the Rewards: Patience is your greatest ally in the investment game. Watch your portfolio thrive over time and enjoy the satisfaction of long-term gains.

📖 Stay Informed & Adapt: The investment journey is continuous. Stay informed, be adaptable, and evolve with the markets. Empower yourself with knowledge for sustained financial success.

11/12/2023

Weekly roundup 11/10/2023:

✅ How stocks react to the end of an interest rate increase cycle.

✅ What history tells us on the difference between a hard and soft landing.

✅ How important diversification is within an investment portfolio

11/11/2023

11.11.2023

When you go home,
tell them of us and say,
For your tomorrows
we gave our today.

- John Maxwell Edmonds

🌹

Address

Suite 350, 440 – 2nd Avenue SW
Calgary, AB
T2P5E9

Telephone

+14032394156

Website

https://cclprivatecapital.com/our-people/wealth-advisors/tom-stachiw

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