Episodios

  • Economy and earnings looking sturdier than market suggests
    Apr 9 2026

    Headlines make corrections feel like collapses, but what does the data actually show? Philip Petursson, Chief Investment Strategist at IG Wealth Management, separates market mood from underlying reality. He explores how falling stock prices in the face of rising profit expectations create a better setup, shares surprising strength from major airlines reporting their best booking weeks ever and explains why the economy looks sturdier than investor sentiment suggests heading into earnings season.

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    6 m
  • We’re seeing a loss of momentum, not a collapse
    Apr 2 2026

    Are we close to a market bottom, or is more pain ahead? Philip Petursson, Chief Investment Strategist at IG Wealth Management, assesses recession risk through multiple indicators, including yield curves, manufacturing data, financial conditions and labour markets. He discusses why markets are making a familiar mistake by extrapolating geopolitical shocks into macro collapse, and the critical difference between momentum loss and level collapse. He also explains why it would be a policy error to increase interest rates in weakening economies because of oil supply shocks. Philip shares his view on the catalysts that could build the foundation for a meaningful low, as bad news stops working the way it once did.

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    8 m
  • How many times will the market fall for it?
    Mar 26 2026

    When should investors react to headlines and when should they hold steady? Philip Petursson, Chief Investment Strategist, IG Wealth Management, addresses the challenge of separating emotional reactions from sound evaluation during volatile periods. He discusses the Trump administration's consistent pattern of escalation followed by de-escalation, why oil price increases don't automatically signal recession, and what historical data reveals about the difference between ordinary corrections and genuine market crashes. Philip shares why current economic indicators — strong jobless claims, improving manufacturing and resilient trade data — suggest fundamentals remain solid despite unsettling headlines from Washington, Jerusalem and Tehran.

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    7 m
  • What you need to know before filing taxes this year
    Mar 24 2026

    Tax season is here. Are you ready? Host Aurèle Courcelles, Vice-President, Tax and Estate Planning at IG Wealth Management, sits down with Jonathan Braun, Senior Manager of Tax and Estate Planning at IG Wealth Management, to break down everything Canadians need to know for their 2025 tax filing. They discuss the new federal tax rate reduction and its surprising impact on non-refundable credits, updated alternative minimum tax rules, strategic timing for RRSP deductions, how to maximize medical expenses and charitable donations, and essential prep work to make tax season less stressful. Whether you're self-employed, working from home or managing investments, this special edition of the Living Market delivers practical strategies to help you file with confidence.

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    34 m
  • Looking at inflation through a Canadian lens
    Mar 19 2026

    The Bank of Canada held rates steady this week, but the tone of its statement revealed something important about the inflation challenge ahead. Philip Petursson, Chief Investment Strategist at IG Wealth Management, examines why raising rates during a period of oil-driven supply shock could do more harm than good. He explains how higher oil prices act as a tax on consumers, why the Canadian economy is already showing signs of fatigue and what this means for the probability of rate cuts before year-end. Plus, he shares insights on how a potential policy divergence between Canada and the U.S. could pressure the loonie toward the lower end of its projected range.

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    6 m
  • Global energy: is it a temporary disruption or a lasting break?
    Mar 12 2026

    After oil spiked above $119 and markets panicked, the waters have calmed a little. Ashish Utarid, Assistant Vice-President, Investment Strategy, discusses whether the current energy crisis will be a temporary operational shock or a lasting supply break. He explains that the system is clogging rather than cutting off completely, how supply-driven shock differs from demand overheating, and what signals investors should monitor to distinguish whether this is just short-term volatility or if the impact could be longer lasting.

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    7 m
  • Navigating volatility: lessons from the Strait of Hormuz
    Mar 3 2026

    How will the latest geopolitical tensions among Iran, the United States and Israel affect global markets? Philip Petursson, Chief Investment Strategist at IG Wealth Management, provides a thorough analysis. He explains why the Strait of Hormuz is essential for oil supply, how Canadian equities could benefit from elevated oil prices and why maintaining disciplined investing is important during periods of volatility.

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    7 m
  • What the tariff decision really means for markets
    Feb 26 2026

    What does the recent U.S. Supreme Court decision on tariffs mean to investors? Philip Petursson, Chief Investment Strategist, IG Wealth Management, says despite the attention-grabbing headlines, the core components of trade policy remain unchanged. Philip says the bigger story is about growing uncertainty and shifting market leadership. He explores how global markets, inflation and portfolio positioning may be affected, and shares some things to keep an eye on as trade policy enters a new phase.

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    9 m