Natixis Canada Blog

Month: August 2015


U.S. Equity Market Sell-Off can be an Opportunity

Donald Nesbitt & Mikhail Alkhazov – Ziegler Capital Management

Ziegler PhotosMarket corrections are inevitable and can be very painful. There is no shortage of market pundits and investment services that are willing to offer a view on financial markets, but keep in mind that market turns are very difficult to predict. When corrections like the current sell-off occur, there is no shortage of explanation for reasons behind the event – slow global growth, lower oil & commodity prices, geo-political tensions, etc.

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Chinese Regulatory Changes Breeds Volatility

Charles Lannon, CFA Partner and Head of Global Mandates Toron AMI

Over the last few weeks China has been at the forefront of the business news cycle, with daily reports of local stock market gyrations and, most recently, the devaluation of the currency. The international negative sentiment surrounding this news is rooted in concern that the world’s second largest economy, and one of the fastest-growing, is slowing down.

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U.S. Equity Markets in July 2015: Moderate Economic Growth and Dividends

Ziegler Photos The initial estimate of second quarter real GDP was released at the end of July, showing a 2.3% gain, led by accelerating consumer spending. In the same report, the third and final estimate of first quarter GDP revised the previous estimate of a 0.2% contraction upward to show a 0.6% gain. The report also contained revisions to past annual data that indicated growth in 2012 and 2013 was weaker than previously reported, with downward revisions to consumer and government spending.

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Canadian Preferred Shares in July 2015: Perpetual Preferred Shares Offer More Value Than Rate Reset Issues

Jeff Herold
Jeff Herold, J. Zechner Associates, Lead Fixed Income Manager

For the second month in a row, the Canadian preferred share market was quite weak in July. In many ways, the selloff seemed similar to the one that occurred in the Taper Tantrum of the summer of 2013. Volumes were quite light, and ongoing selling by individual investors resulted in relatively large price declines. In part, the catalyst may have been anticipation that the Bank of Canada would be making an interest rate reduction at its July meeting.

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