Claim OwnershipThe Living Market Podcast
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Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Join Philip as he navigates The Living Market.
174 Episodes
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In this special edition of The Living Market, Aurèle Courcelles and Sheryl Troup from IG Wealth Management’s Tax and Estate Planning team share their expertise on year-end tax planning. They discuss critical strategies, such as income splitting, capital gains planning and charitable giving, and provide key dates and final tips to help listeners stay organized and ensure they don't miss out on important tax saving opportunities.
As we move into the final quarter of the year, Philip Petursson, Chief Investment Strategist at IG Wealth Management reveals all the data points that keep supporting strength in the equities markets. While on the surface, things might look messy, almost every indicator is a positive for equities. Philip explains how monetary and fiscal policy, credit, company balance sheets and low global bond yields are all favourable, explaining why equities continue to win over bonds.
As expected, both the Bank of Canada (the BoC) and the U.S. Federal Reserve cut their overnight interest rates this week, says Philip Petursson, Chief Investment Strategist at IG Wealth Management. The BoC didn’t really have a choice, he says, with unemployment at its highest in a decade (apart from during the pandemic) and inflation within targets. But can we expect more cuts in the near future? And how could it all impact your portfolio?
Recent labour market data in Canada and the U.S. reveals signs of weakness, with significant job losses and rising unemployment, says Philip Petursson, Chief Investment Strategist at IG Wealth Management. He examines the data, the policy implications and the forward-looking indicators that investors should watch out for.
There is a disconnect between market performance and the headlines that dominate the news, says Philip Petursson, Chief Investment Strategist, IG Wealth Management. He highlights how, in the past year, the market has defied expectations in Europe, Israel and China, despite negative narratives. Philip emphasizes the importance of trading based on actual market conditions, rather than emotional reactions to news and politics.
Philip Petursson, Chief Investment Strategist at IG Wealth Management, explores the market's resilience and momentum in September. He highlights solid profit margins, a recovering manufacturing sector and strong consumer confidence. He explains how market highs are not a cause for panic and how momentum can drive further gains, as he offers insights into the fall outlook.
This year has already seen close to 20 record highs for the S&P 500, says Philip Petursson, Chief Investment Strategist at IG Wealth Management. But can an index get too high? Philip shares data on the 968 all-time highs since 1970, including how long these periods typically last and how, on average, the market has reacted afterwards, including details of gains and losses.
Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, explores the second-quarter earnings season and the role of low expectations in driving positive surprises. He breaks down how companies across various sectors managed to outperform despite the tariff noise.
Summer is historically a sluggish time of year for the stock market, says Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management. While July usually delivers a decent return, August is typically flat, and September normally dips. Ashish explains what this seasonal slump means, why a summer wobble is expected (and not panic-worthy), and how it can prepare us for what’s ahead in the fall.
This week, Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management discusses the reasons why the Bank of Canada and U.S. Federal Reserve both decided to maintain the interest rate status quo. He explains why neither bank is willing to cave in to market or political pressure, and why, nevertheless, there is likely to be a divergence in the two countries’ monetary policies. Ashish also explores what this will mean for the markets and your portfolio.
In spite of tariff issues persisting (with few actual trade deals made so far), the markets continue to grow across the board, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. The S&P 500, the S&P/TSX Composite Index and even the MSCI EAFE Index (which represents developed international markets) have all been hitting new highs. Although politics was affecting the markets as recently as last April, Philip provides three reasons why market fundamentals are now vanquishing political noise.
IG Wealth Management’s Chief Investment Strategist, Philip Petursson, debunks the myth of cash on the sidelines. He explains why the record $7 trillion in money market funds doesn’t necessarily mean a surge in stock prices and discusses the importance of margin debt and market dynamics.
With the S&P 500 recently hitting another record high, and earnings season about to begin, IG Wealth Management’s Chief Investment Strategist, Philip Petursson asks: is the market too expensive? Philip explains that in this market of extremes — where the most expensive are very expensive — many of the remaining stocks are not. He discusses how a handful of names are leading market gains, meaning that there is plenty of value to be found elsewhere, and why high valuations aren’t a cause for panic, but a reason to be selective.
Join Philip Petursson, IG Wealth Management’s Chief Investment Strategist, as he examines the recent U.S. trade agreements with Vietnam and the U.K., and what they reveal about the upcoming July 9 deadline for the U.S. administration's trade strategy. Philip discusses the potential scenarios and implications for global markets.
Join IG Wealth Management’s Chief Investment Strategist, Philip Petursson as he discusses the market's reaction to the politically charged shocks in 2025’s second quarter. He explores how “What, me worry?” could have been a viable investment strategy during this period and provides insights into the market's resilience amid headline-driven volatility.
“Volatility isn’t just risk, it’s also opportunity,” says Philip Petursson, Chief Investment Strategist at IG Wealth Management. This week, Philip unpacks the relationship between geopolitics and investment portfolios. Philip explains why markets demand clarity over peace and how investors can navigate uncertainty by focusing on fundamentals and diversification. He shares insights on turning volatility into opportunity and offers three principles for investing through geopolitical turmoil.
Philip Petursson, Chief Investment Strategist at IG Wealth Management, delves into the current market dynamics as we head into the summer. He discusses the recent strong performance of the Nasdaq and the shift in investor sentiment from fear to cautious optimism. Philip also explores the underlying economic indicators and the renewed interest in quality and defensive stocks. Despite the market's bounce, he highlights the ongoing risks and the importance of staying vigilant in a market that rewards consistency and punishes complacency.
This week, the Bank of Canada (BoC) decided to hold its key interest rate at 2.75%, which was a surprise to nobody, says Philip Petursson, Chief Investment Strategist at IG Wealth Management. With gross domestic product a little better than expected, inflation dropping and jobs steady, a rate cut wouldn’t have made sense. Philip discusses what might have to happen in the future to lead to another rate drop, and how much room the BoC has for further cuts.
U.S. bonds took centre stage again this week, says Philip Petursson, Chief Investment Strategist at IG Wealth Management. This was due to President Trump’s Big Beautiful Bill, which is expected to add $3.3 trillion to the U.S. deficit over the next decade. Philip says that U.S. Treasury bonds are now considered almost as risky as Microsoft’s; he explains how we got to this unusual situation and what it means for investors.
Philip Petursson, Chief Investment Strategist at IG Wealth Management, discusses the recent downgrade of U.S. debt by Moody’s and Fitch, and why these downgrades matter more symbolically than financially. He explains the market's reaction to past downgrades and the underlying reasons why Treasuries remain a safe haven, despite the ratings.
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