JCIC International Equity Portfolio Shining Bright in 2025

As long-term investors, we take a long view on the economy and markets—a perspective that helped us successfully navigate a volatile start to the year, and will continue to as we move through the balance of what could be an equally turbulent quarter ahead.

Do you know how much you are paying for investment fees? If you don’t—or you’re not confident that you do—you’re not alone.

Alternative asset investing has become a $10-trillion global market by promising outsized gains with less risk. There are numerous difficulties we have with those assumptions, particularly now as an era of elevated rates threatens lofty valuations.

With bond yields hitting levels not seen in more than a decade, rumours of the classic portfolio’s demise appear greatly exaggerated. Indeed, as the era of ultra-low interest rates appears to be drawing to a close, the 60/40 finds itself very much alive and well.

As China puts an end to its constrictive zero-Covid policies, it is incumbent on all investors to keep one eye on the ripple effects coming out of the Middle Kingdom.

A generation of Canadians built their retirement plans on the Bank of Canada’s 2% inflation-control target. Yet, in December of 2022, prices continued to grow at 6.3%—dropping below market expectations, but still remaining well above the central bank’s threshold.

A chat with our U.S Specialist Cameron Scrivens

At JCIC we combine a top down view of the economy and the macro environment with bottom-up stock selection.

Currently, Canada makes up 2.7% of the global equity market capitalization. This means there is another 97.3% of opportunities outside of our boarders. It was only back in the year 2000 that the Canadian government increased the foreign RASP limit from 20% to 25%, raised it again to 30% in 2001 and removed any restriction in 2005.