Mike and Joel also explore first-quarter market trends, examining continued volatility and the dominant role of the “Magnificent Seven” stocks in the U.S. market. They compare the performance of U.S., Canadian, and international markets, providing a comprehensive outlook on the current investment landscape.
The episode addresses interest rates, the inverted yield curve, and ongoing inflation. Joel offers his perspective on how these factors could influence market cycles and shares strategic advice for investors to maintain a cautious and diversified portfolio.
Navigating capital gains changes and first quarter market insights
Recorded on May 1, 2024
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Joel Baker, CIM, MBA
Joel has been a pioneering member of the TriCert Investment Counsel team since 2000. As Chief Investment Officer, Joel leads the organization in following a quality sector-based investment approach for all client portfolios.