Dates and Data Points for July

Second-Quarter Recap Webinar

July 24th, 2023 at 1 PM (ET)

Please join Cameron Scrivens, President and Portfolio Manager, and Kai Lam, Chief Investment Officer, as they review the second quarter of 2023 and give insights into what we could expect to see for the balance of the year.

We invite you to submit any questions you may have prior to the event. You may submit inquiries at the time of registering for the event.

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Learn how JCIC can help you invest in a good life.
Contact us today for an easy, no commitment chat.


Dates to Watch

For more information about any of the above or to inquire about your account or setting up a new one, please book an appointment here. A JCIC relationship manager will follow up.


What we’re reading… 

Noteworthy and notable articles, reports and other writings that caught our eye this past month (links may be paywalled. Please get in touch if interested in following up.):

  • What’s So Scary About a Mega-Cap Tech Bull Market?  – Bears say the market can't keep rallying when only five mega-cap tech stocks are driving returns, but history suggests otherwise. – Kiplinger.com

  • Hopes Rise for Rally in Small Stocks After Historic Underperformance – Smaller, speculative stocks have endured a historically weak stretch. Investors are betting that a turnaround is finally in the works. – Wall Street Journal

    Read More: JCIC’s March Analysis – Signs of a Soft Landing

  •  Why Do Investors Hire Their Financial Advisor? – Research points to the importance of addressing a client’s emotional needs during beginning conversations. – Morningstar.ca

  • Emerging Markets Could Surpass U.S. Market Cap by 2030 Led by India, EM is expected to gain the upper hand in global equity market capitalization, Goldman Sachs says. – Investment Executive


Learn how JCIC can help you invest in a good life.
Contact us today for an easy, no commitment chat.


 

NEWSLETTER

Disclosure:

Although we obtain information contained in our newsletter from sources we believe to be reliable, we cannot guarantee its accuracy. The opinions expressed in the newsletter are those of JCIC Asset Management, its editors and contributors, and may change without notice. Any views or opinions expressed in the newsletter may not reflect those of the firm as a whole. The information in our newsletter may become outdated and we have no obligation to update it. The information in our newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. We strongly advise you to discuss your investment options with your Relationship Manager prior to making any investments, including whether any investment is suitable for your specific needs.

The information provided in our newsletter is private, privileged, and confidential information, licensed for your sole individual use as a subscriber. JCIC Asset Management reserves all rights to the content of this newsletter.

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