Thoughtful commentary in a complex world.
Explore market perspectives, tax and estate guidance, firm news, media appearances, and investment strategy insights from the JCIC team.
Catching a Dragon’s Tail: How We’re Positioned for China’s Post-Pandemic Resurgence
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.
General Housekeeping and What We’re Reading
Key dates, issues and other miscellaneous information we’re watching, and sharing with clients. You’ll also find below noteworthy articles, reports and other writings that caught our eye this month.
Why Inflation is Less Harmful Than You May Think
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.
Investors Flee to Europe, While Canada Remains Undervalued
European stocks have rallied since October, benefiting from easing concern over energy supplies and fears of a deep, war-induced recession.
A chat with our U.S. Specialist Cameron Scrivens
A chat with our U.S Specialist Cameron Scrivens
ESG ABCs at JCIC: How We Incorporate ESG Into Our Investment Process
Cameron Scrivens explains how JCIC evaluates environmental, social and governance factors within its company research and portfolio construction process.
A chat with our International Specialist Kai Lam
A chat with our U.S Specialist Cameron Scrivens
JCIC Market Outlook: September 2020
Cameron Scrivens reviews JCIC’s investment process, defensive portfolio positioning and outlook for equities, bonds, currencies and the global economy in September 2020.