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Financial Outlook
Optimum Asset Management publishes quarterly financial outlooks which provide an overview of the economy as well as of the bond, Canadian equity, foreign equity and foreign currency markets.
It also contains information on our portfolios based on different economic contexts.
- Employment in Canada rose in August for the third consecutive month and now stands at 156,000 fewer jobs (-0.8%) below the pre-pandemic level in February 2020. As a result, the unemployment rate was 7.1%, the lowest since the start of the pandemic.
- Energy prices fluctuated significantly during the quarter, with Brent crude oil ranging from US$65 to US$80 a barrel.
- Despite a strong performance from the Canadian economy, the loonie depreciated throughout the period to end at 1.27 as at September 30.
- The FTSE Canada Universe Bond Index returned -0.51% in the third quarter versus 1.66% in the second quarter.
- In Canada, the S&P/TSX Index ended the quarter at levels similar to June 30. Even so, volatility featured prominently during the quarter. The index advanced 0.20% during the quarter for a year-to-date return of 17.5%.
- In the United States, the S&P 500 Index also experienced high volatility but reached a new peak in early September. Even so, the index then retreated, finishing slightly
higher than at the start of the quarter (+0.6%).
October 2021
July 2021
April 2021
January 2021
October 2020
July 2020
Releases
Aide-mémoire fiscal 2021
Consultez notre outil de référence pratique.
Mr. Pierre-Philippe Ste-Marie and Mr. Martin Delage
Optimum Asset Management is pleased to announce the appointments of Mr. Pierre-Philippe Ste-Marie and Mr. Martin Delage
New pooled fund launched
In 2012, Optimum Asset Management developed a strategy to reduce the volatility of returns in periods of uncertainty. The low volatility Canadian equity strategy generates returns that correlate with the market differently.
Media Presence
Analyse de finances personnelles
Train de vie : Devrions-nous prendre une assurance vie pour épargner de l'impôt?
Notre collègue, Sylvain B. Tremblay, en entrevue avec Isabelle Dubé de
La Presse.
Pourquoi investir dans les fonds communs si les FNB sont si bons?
Notre collègue, Sylvain B. Tremblay, en entrevue avec Isabelle Dubé de La Presse.
Ils ont osé vous le demander...
Notre collègue, Sylvain B. Tremblay, en entrevue avec Hélène Roulot-Ganzmann de la revue Conseiller.
Conseiller les enfants de ses clients
Ils gagnent à s’intéresser tôt à la finance. Notre collègue, Sylvain B. Tremblay, en entrevue avec Sylvie Lemieux de la revue Conseiller.
Se protéger de l'inflation par les obligations à rendement réel
Lisez les commentaires de notre co-chef des placements, Pierre-Philippe Ste-Marie, sur les obligations à rendement réel.
Le marché obligataire est-il toujours pertinent?
D’autres solutions pourraient être préférables. La réponse de notre collègue, Sylvain B. Tremblay, dans la revue Conseiller.