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Monday morning briefing: Shutting down sales

Monday morning briefing: Shutting down sales

Fear of a second wave of COVID-19 infections is intensifying. There has been a spike in cases in many states across the U.S. California had its largest one-day jump in COVID-19 cases, while Texas has seen a surge in hospitalizations due to COVID-19. In China, Beijing was forced to close schools and cancel flights in […]

June 22, 2020

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New normals vs. eternal truths

New normals vs. eternal truths

Let’s explore the things that have changed forever and those that will remain the same for the financial industry.

June 18, 2020

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Monday morning briefing: Is Hertz back in the driver’s seat?

Monday morning briefing: Is Hertz back in the driver’s seat?

As economies begin to reopen, businesses are thinking about how to get their employees back to the office.

June 15, 2020

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8 social media tips during these challenging times

8 social media tips during these challenging times

These are unprecedented times. Investors need guidance from their advisors more than ever before, and social media can help – if it’s used correctly.

June 12, 2020

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Monday morning briefing: The people want to work

Monday morning briefing: The people want to work

U.S. labour market numbers for May were released last week and stoked optimism that the U.S. economic recovery may be upon us.

June 8, 2020

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YOUR HEDGE FUND CLIENTS DESERVE REASSURANCE AMID COVID-19

YOUR HEDGE FUND CLIENTS DESERVE REASSURANCE AMID COVID-19

Communicating through a crisis is always difficult, but communicating through COVID-19 presents new challenges that many hedge fund managers haven’t faced before.

June 4, 2020

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Monday morning briefing: A look back at Q1 GDP

Monday morning briefing: A look back at Q1 GDP

Increased tensions between the U.S. and China might impact global trade activity and financial markets. Economic reopening efforts continue across the U.S. and Canada. Investors are closely monitoring economic results to see if the worst is behind us. The “Big Six” Canadian banks put aside a total of $10.9 billion for credit loss provisions, given […]

June 1, 2020

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Monday morning briefing: This would make Sam Walton proud

Monday morning briefing: This would make Sam Walton proud

Perhaps a sign of the new normal, Shopify Inc. announced its employees will work from home permanently. This is not specific to the tech industry, however. Many major banks across the U.S. and Canada have announced they are considering how, when and where their employees will be working in the post-pandemic world. Economic/industry news Canadian […]

May 25, 2020

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Tuesday morning briefing: Retail sales way down in the U.S.

Tuesday morning briefing: Retail sales way down in the U.S.

Some investing heavyweights recently sounded the alarm on equities. Stanley Druckenmiller believes the risk-reward tradeoff for equities is not attractive, while David Tepper thinks the market is overvalued. U.S.-China tensions appear to be growing as the U.S. Commerce Department looked to put restrictions on Huawei Technologies Co. Ltd. Meanwhile, the U.S. Federal Reserve Board and […]

May 19, 2020

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COVID-19 is changing financial services marketing. Are you ready?

COVID-19 is changing financial services marketing. Are you ready?

COVID-19 has led to widespread business shutdowns in the hope of containing the spread of the virus. This has, in turn, resulted in a severe global economic disruption and financial market volatility. It’s safe to say that most investors are facing financial stresses to some degree right now. And the way they interact with their […]

May 12, 2020

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Monday morning briefing: GDP down … but is it out?

Monday morning briefing: GDP down … but is it out?

In the U.S., federal and state governments are planning to ease restrictions and allow some businesses to reopen. In Canada, various provinces have already started to reopen as well. These provinces have taken small steps and are demanding reopened businesses maintain proper health and safety measures. Germany, Italy and France, among other European nations, are […]

May 11, 2020

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Monday morning briefing: Markets rise while economies struggle

Monday morning briefing: Markets rise while economies struggle

Potential COVID-19 drug showed positive results. The keys to running a successful remote meeting. Could M&A be banned during the pandemic? And much more in this week’s briefing. Economic/industry news U.S. economic expansion ends: US GDP shrank 4.8% in the first quarter amid biggest contraction since the financial crisis Europe’s GDP contracts: Europe’s economy just […]

May 4, 2020

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Monday morning briefing: Will Shopify rise above them all?

Monday morning briefing: Will Shopify rise above them all?

Leading your business out of the COVID-19 crisis. Helping businesses calculate the wage subsidy. The environment has benefited from widespread business shutdowns. And much more in this week’s briefing. Economic/industry news Canada’s inflation rate falls to 0.9%: Inflation in Canada slows to lowest since 2015 on oil glut Could COVID-19 change capitalism?: Leon Cooperman says […]

April 27, 2020

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Monday morning briefing: Tech stocks that shine during COVID-19 crisis

Monday morning briefing: Tech stocks that shine during COVID-19 crisis

Thank you for reading Monday Morning Briefing.  For this edition, and going forward, we have decided to change the format of the briefing to provide you with relevant information you will need to weather the new realities we face today – and the challenges that will likely continue over the coming months. As small business […]

April 20, 2020

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Monday morning briefing: Labour market faces challenges

Monday morning briefing: Labour market faces challenges

International securities regulators focused on COVID-19. Many executives planning acquisitions in the next year. Handling client data with care. And much more in this week’s briefing. Economic/industry news Canada loses 1 million jobs: Canada sheds record 1.01 million jobs in March The impact of short-term losses on long-term value: So how much wealth destruction has truly occurred […]

April 13, 2020

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Monday afternoon briefing: Services sink

Monday afternoon briefing: Services sink

We may not see a v-shaped recovery. Why PE firms may be looking at publicly listed companies. How COVID-19 may change banking. And much more in this week’s briefing. Economic/industry news Canada’s economy grew 0.1% in January: Economic growth slowed in January to 0.1%, Statistics Canada says U.S. unemployment rate rises to 4.4%: US payrolls plunge 701,000 […]

April 6, 2020

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Monday morning briefing: Jobless claims go vertical

Monday morning briefing: Jobless claims go vertical

Providing help to small businesses. Protecting cryptocurrencies from theft. PE firms facing uncertainty between helping portfolio firms and making acquisitions. And much more in this week’s briefing. Economic/industry news The BoC makes another emergency rate cut: Bank of Canada cuts key rate to 0.25% as virus, oil fallout deepens Canadian government’s stimulus plan becomes law: Federal bill with more than $100B […]

March 30, 2020

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Monday morning briefing: A lost decade?

Monday morning briefing: A lost decade?

Spotlight on fintech as more people stay home. ESG funds performing relatively well. Private equity will be challenged by the spread of COVID-19. And much more in this week’s briefing. Economic/industry news Canada’s inflation rate was 2.2% in February: Annual pace of inflation cools to 2.2% in February The BoE reduces its Bank Rate by 15 basis points: Coronavirus: UK interest […]

March 23, 2020

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Monday morning briefing

Monday morning briefing

Private equity could get more aggressive. The wealthy are focused on minimizing losses. SEC looking to confirm adherence to ESG principles. And much more in this week’s briefing. Economic/industry news The Fed reduces its central interest rate to 0%–0.25%: Federal Reserve cuts rate to zero and launches massive $700 billion quantitative easing program The BoC makes emergency […]

March 16, 2020

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Monday morning briefing: How low can yields go?

Monday morning briefing: How low can yields go?

Who does the data belong to? Start young to generate wealth. How to serve women’s financial needs. And much more in this week’s briefing. Economic/industry news The Fed announces an emergency rate reduction: Federal Reserve announces first emergency rate cut since the financial crisis  The BoC cut its rate by 50 basis points: Bank of Canada follows Fed with rate cut […]

March 9, 2020

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