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April Market Perspectives

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April 18, 2023

After a hectic month of March punctuated by disruptions in the banking sector most market segments still ended with positive returns, although volatility did rise significantly in the bond market.

For the Federal Reserve, the emergence of financial vulnerabilities has added a third dimension to an already complex puzzle. In addition to the usual dilemma between inflation and the labour market, the central bank now faces increased risk to financial stability. In normal times, persistent inflation and a strong labour market would likely have argued for continued tightening. However, the current turmoil in the banking sector should prompt banks to become further conservative in making new loans, resulting in tighter credit conditions which would act as a severe headwind for economic activity and, ultimately, inflation.

Investors have had lots to cheer about as it pertains to the positive start to the year, see chart below. In saying that, it’s been very eventful to say the least. The fall of Silicon Valley Bank and the ripples it caused throughout the banking sector and the economy has only added to the proverbial ‘wall of worry’. Inflation is still high but is continuing to come down, and while the economy does seem to be slowing, it remains resilient. Financial markets seem to be digesting this overload of information daily trying to price it all in and seeking for direction.

Equity Indices – Q1 2023

Regardless of where we are in the market cycle, it’s important to take a disciplined approach to investing and remaining focused on your long-term goals. This strategy helps you keep your emotions out of investing, typically buying high and selling low like many investors do. Ongoing monitoring and reviewing of your portfolio also ensure it remains on track.

Attached is my ‘Monthly Perspectives’ newsletter where I discuss aspects on financial markets and the economy over the month of March and the 1st Quarter that you need to know. I hope you enjoy the read and gain some valuable insight as I strive to have informed and educated investors.

Thank you for your continued trust and for the opportunity to assist you in working toward your financial goals. I am here for you every step along the way in your investment journey.

Should you have any questions regarding your portfolio or would like a second opinion, please do not hesitate to contact my office.

Thanks for reading.

Aaron Pedlar, HBA, CHS, PFA

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