Скачать или смотреть Market Update with Luft Financial and Tony Genua

This information has been prepared by Robert Luft, Senior Portfolio Manager for iA Private Wealth and Tony Genua, Senior Vice-President, and Portfolio Manager of AGF Investments and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. An Investment Advisor/Portfolio Manager can open accounts only in the provinces in which they are registered. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

Featured in the video:
Robert Luft CFP®, CIM®
Senior Portfolio Manager,
Luft Financial, iA Private Wealth
Founder, Luft Financial

Elvis Picardo CFA®, CIM®
Senior Portfolio Manager
Luft Financial, iA Private Wealth
Partner, Luft Financial

0:00 - Opening
0:06 - Introduction
4:14 - Rising US Economic Growth Forecasts Dimishing Recession Risk
5:29 - Fed Forecasts Also Becoming More Optimistic
6:25 - The Most Correlated Factor with the Stock Market
6:54 - S&P 500 Earnings Expected to Bottom in Q2
8:17 - U.S. Real Interest Rates Moving Up But Historically Still Low
10:20 - Long Term History Always Offers Perspective
10:25 - U.S. Consumer Spending Remains Resilient
10:30 - U.S. Consumers Less Sensitive to Interest Rate Hikes
12:16 - Delinquencies Coming Off Low Levels
12:27 - U.S. Employment Growth Slowing
13:13 - Fiscal Support for the U.S. Economy
13:59 - End of Fed Rate Hikes Positive for Equities
15:33 - Average Stock is Not Expensive
18:56 - Today's Longer-Term Growth Opportunites
22:29 - AI - Nvidia is the "Picks and Shovels" Play
24:05 - ChatGPT Helping On Everyday Activities
26:53 - Health & Wellness - Obesity Drugs are a Game Changer
28:52 - Manufacturing Renaissance or Deglobalization
29:27 - Deglobalization a Tailwind for U.S. Manufacturing
30:18 - High Conviction Portfolios
37:26 - AGF Global Select Fund
46:41 - AGF American Growth Fund
48:45 - Q&A
1:01:47 - Closing