IPC Private Wealth Manager Insights

October 2020 PW Manager Insights

Tempered Optimism

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, shares how markets continue to react to the COVID-19 news cycle, why tempered optimism is needed, and what we’re doing to ensure liquidity and safety.

July 2020 PW Manager Insights

Slow Recovery Sets Expectations

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, sets expectations for a recovery and discusses key events slowing momentum. He also sheds light on the higher valuations in Technology, and explains that fixed income continues to be a stabilizer to equity market risk.

April 2020 PW Manager Insights

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist compares the current market to previous crises, pointing out that this one is event-driven. Wayne explains that our risk mitigation strategies have done what they were designed to do, and our tax-loss harvesting strategy is taking advantage of our recent sale of positions in the Energy sector.

January 2020 PW Manager Insights

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares his thoughts on how equity and fixed income markets performed in 2019. Wayne also provides his outlook for 2020, and explains what we are doing to prepare for potential volatility.

At our Toronto Due Diligence conference in January, we asked two of our Investment specialists to share their outlook for 2020. In this video, managers from Sionna Investment Managers and Mount Lucas Management share their thoughts on risk and value opportunities in the markets.