Jun 17, 2022
For those who have been hiding under a rock the last 6 months, global markets are in uncharted territory. In the face of slowing economic growth and surging inflation, central banks are increasing interest rates at levels not seen in over 30 years. How have markets responded? Global equity and bond markets have plunged deep into negative double-digit territory, an outcome not seen in over 70 years of recorded history. So where to from here? As the sugar high from a surging tech boom fades and interest rates begin to normalize, opportunities are emerging globally. Consumption is still growing. The labour market remains robust. Capital Expenditure is positive. And yields are becoming attractive.
In this episode Rob sits down with the founder of Shaunessy Investment Counsel, and newest member of Forstrong, Terry Shaunessy, to talk about our recent partnership, his history on Bay St., and how ETFs and active asset allocation have helped his clients navigate volatile markets for over 20 years.