IPC Private Wealth Manager Insights

April 2020 PW Manager Insights

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist compares the current market to previous crises, pointing out that this one is event-driven. Wayne explains that our risk mitigation strategies have done what they were designed to do, and our tax-loss harvesting strategy is taking advantage of our recent sale of positions in the Energy sector.

January 2020 PW Manager Insights

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares his thoughts on how equity and fixed income markets performed in 2019. Wayne also provides his outlook for 2020, and explains what we are doing to prepare for potential volatility.

At our Toronto Due Diligence conference in January, we asked two of our Investment specialists to share their outlook for 2020. In this video, managers from Sionna Investment Managers and Mount Lucas Management share their thoughts on risk and value opportunities in the markets.

October 2019 PW Manager Insights

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares insight into the markets, including some of the global events we’re watching, and heeds caution against getting caught up in short-term noise.

July 2019 PW Manager Insights

Wayne Gillespie, Director & Senior Portfolio Strategist, discusses the continued volatility we’re seeing in the markets, how geo-political events are shaping investor sentiment, and how we protect portfolios through the good and the bad.

May 2019 PW Manager Insights

At our New York Due Diligence conference in May, we asked three of our Investment specialists to share their perspectives for what worked in Q4, and what’s working now. We interviewed Kim Shannon of Sionna, George Fox from Titan, and Dan Elsberry of K2. Watch to learn what they’re doing in their portfolios now, and how they anticipate positioning their portfolios for the rest of the year.