PODCAST

The Living Market Podcast

IG Wealth Management

Hosted by Philip Petursson, Chief Investment Strategist at IG Wealth Management

business investing

All Episodes

04:09

Is the Fed making a policy mistake?

The Living Market Podcast ·

2024/08/02

The U.S. Federal Reserve has decided to stay put and follow market expectations by not cutting rates. However, by changing its statement, the Fed set expectations for a September cut, saying that job gains have moderated and that inflation was now only “somewhat elevated.” Ashish Utarid, IG Wealth Management’s Assistant Vice-President of Investment Strategy, asks, “Will the Fed’s eventual rate cut come too late?”

04:50

A pivot from inflation-fighting to economic support

The Living Market Podcast ·

2024/07/26

Having just announced a second interest rate cut that quickly followed the first, what’s next for the Bank of Canada? asks IG Wealth Management’s Chief Investment Strategist, Philip Petursson. The bank has clearly switched its priorities from fighting inflation (a battle it has surely won) to supporting the Canadian economy. Philip discusses the probable rate cuts ahead, the likely timing for the U.S. Federal Reserve to start following Canada’s lead, and what this will all mean to consumers and the

04:54

Is the big companies’ overperformance a problem?

The Living Market Podcast ·

2024/07/19

Some commentators are worried about a market recovery where most gains are coming from a small percentage of companies, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. There is a fear that many of these large companies are very expensive, with overly high expectations. However, Philip explains that in this weird bull market — where most companies have underperformed so far — if the big companies start seeing a correction, another sector will be ready to step in to take its

04:43

Labour: the currency that keeps the world spinning

The Living Market Podcast ·

2024/07/12

Labour has been traded for food, shelter and clothing for thousands of years, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. It’s the currency that keeps the world spinning and plays an important role in our understanding of the economic landscape. Philip explains why the most recent labour statistics raised some eyebrows and what they mean for the economy and your investments.

04:14

The challenges and opportunities of in-between seasons

The Living Market Podcast ·

2024/07/04

The economy can be similar to those moments in-between old and new seasons, says Ashish Utarid, AVP, Investment Strategy at IG Wealth Management. Similar to how the transition from spring to summer can bring hot days followed by cooler periods, the economy can also show signs of this dual nature, with some sectors thriving far more than others. Ashish says that these moments can deliver hidden gems, and it’s crucial to position your portfolio to benefit from the unique opportunities available

06:35

How equities help fight inflation

The Living Market Podcast ·

2024/06/27

Inflation increased slightly in May, to 2.9%. Not only is this disappointing, but it also suggests that it will be a long road ahead to getting inflation down to 2%, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. He explains why bonds are not the answer to counteracting the effects of inflation, and how, historically, equities have been effective in growing your money’s value when inflation is high.

08:40

Has the market gone too far, too fast?

The Living Market Podcast ·

2024/06/21

While U.S. equities are flirting with all-time highs, there is some concern that they may be hitting a peak, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Has the market gone too far, too fast? Philip outlines the telltale signs to watch out for that typically signal when a bull market is running out of steam. These include the yield curve, manufacturing activity, employment levels and stock price value. He also answers the question: is it better to sell early or late

07:25

Optimistically cautious: our look ahead

The Living Market Podcast ·

2024/06/14

Macroeconomic data is mixed across the board, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Consumer spending is inconsistent, and unemployment is rising, yet company earnings are still growing. Philip discusses the kinds of companies and sectors that are likely to do well in this environment and makes suggestions for how you can help make sure your portfolio is well-positioned for what’s in store.

03:53

After the first rate cut, what’s next?

The Living Market Podcast ·

2024/06/07

This week, the Bank of Canada finally announced a cut in its key interest rate (by a quarter of a percentage point) to 4.75%. IG Wealth Management’s Chief Investment Strategist, Philip Petursson says that, while this is a good start, it will take more than one small rate cut to make any significant difference to the economy. He explores what still needs to be done, what we can expect in the coming months and what this will mean for the loonie.

06:21

How passive investing causes overvaluations

The Living Market Podcast ·

2024/05/31

Value strategies are key to active investment management, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. They require analyzing a company’s financial information, assessing future growth potential and coming up with a value based on its capitalization rate (its net operating income divided by its current market value). However, passive investing, in the form of ETFs, simply buys company shares based on the company’s value relative to the overall market. Philip explains

04:32

How copper and the economy are entwined

The Living Market Podcast ·

2024/05/24

Copper has an intriguing ability to predict the economy’s health, says IG Wealth Management’s Ashish Utarid, Assistant Vice-President, Investment Strategy. Thanks to its widespread use in many manufacturing activities, an increase in demand for copper often signals a growing economy. Conversely, a slowing economy usually leads to lower copper prices. Ashish explains the reasons behind copper’s recent 20% growth, and what that means for the economy in general.

31:03

Spring clean your financial plan

The Living Market Podcast ·

2024/05/14

With taxes now filed and RRSP contributions made, May is the ideal time to revisit and refresh your financial plan, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. In this special edition of the podcast, Philip and his special guest, IG’s Aurèle Courcelles, Assistant Vice-President, Tax and Estate Planning, discuss what investors should be focusing on right now. They talk about the possible implications of the recent budget’s capital gains tax, how to improve your estate

04:43

How U.S. elections impact the markets

The Living Market Podcast ·

2024/05/10

The markets are often affected by seasonal factors that are understandable and predictable, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Retail activity is always strong in December, and there’s typically far more travel over the summer months. A similarly predictable but less understood market phenomenon, however, is the way that U.S. equity markets perform in the summer leading up to a U.S. presidential election. Philip explains why you might not want to sell during

05:21

Will early rate cuts boost inflation?

The Living Market Podcast ·

2024/05/03

Both Wall Street and the White House are keen to see interest rate cuts this year, at the very least before the November election, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Recent weak consumer spending might force the U.S. Federal Reserve’s (the Fed) hand, leading to rate cuts sooner rather than later. However, as Philip explains, while earlier rate cuts could be good news for the markets, they could bring about higher inflation. And is the Fed willing to risk

05:56

Is optimism a cause for concern?

The Living Market Podcast ·

2024/04/26

Contrarian indicators can often play a crucial role in forecasting market trends, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Last year, during peak economic pessimism, markets anticipated up to six interest rate cuts for this year, and those forecasts bolstered the markets. Now that we’re in a period of greater economic optimism, will that have a negative impact on the markets?

05:37

Are we looking at higher oil prices into the summer?

The Living Market Podcast ·

2024/04/19

This summer, the price of crude oil could reach its highest level in almost two years, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. While this could be good for Canadian equities (which typically benefit from rising oil prices), it could have a negative effect on the markets in general. Philip explains how expensive oil drives up inflation, which could delay central bank interest rate cuts, which in turn could cause a drop in bond and equity markets.

06:08

This rally still has legs

The Living Market Podcast ·

2024/04/11

In the first quarter of 2024 alone, the S&P 500 Index (containing the biggest U.S. companies) had 24 all-time highs. While some economic commentators believe that this rally is due a correction, simply because of the pace of its growth, IG Wealth Management’s Chief Investment Strategist, Philip Petursson says don’t believe the hype. While volatility may pop up again, history and current economic data suggest that this rally still has legs.

05:29

Equities are on the up, almost everywhere

The Living Market Podcast ·

2024/04/04

In the first quarter of the year the economic landscape in Canada wasn't particularly stirring, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. He says, however, that equity markets pretty much everywhere are booming. This week Philip takes a closer look and highlights market action over the past three months.

04:31

Buzzwords and the market

The Living Market Podcast ·

2024/03/27

Strong language and buzzwords can have a significant impact on Wall Street, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. Just two or three impactful words per 1,000 in earnings calls can boost stock volume by almost 7%, while using more cautious language typically results in just a 2.3% uptick. However, Philip wonders, can tracking these buzzwords give us clues into future trends?

05:44

Tearing down rates to bridge the gap

The Living Market Podcast ·

2024/03/22

Canada faces a wall of economic disparities that have widened over time when compared to the United States, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. In 1981, per capita GDP in Canada was 91% of what it was in the U.S. Last year, it was down to 73%. Philip says one step towards bridging that gap is to lower interest rates: lower inflation has given the Bank of Canada some breathing room on the path toward those interest rate cuts.

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