FLCA News and Press, Franklin FTSE Canada From 07/05/22

Rising rates are adding to the affordability crisis in Canada. Even as Canadian home prices drop, many still can't afford to buy in. The real impact rising rates may have on your mortgage. Rising interest rates have helped to slow certain parts of Canada’s...

The global economic outlook has deteriorated sharply; we now expect GDP growth to be well below potential in 2023. While the near-term economic outlook is challenging, not all downturns are catastrophic - unlike those during the pandemic and global financial crisis. The economic o...

This year, EWC has witnessed lower drawdowns than U.S. stocks and global stocks. EWC’s valuations still remain cheap. Inflationary conditions look more entrenched in Canada than anywhere else, and this could lead to a more sustained form of tightening by the central bank. ...

Recession fears and central-bank tightening are driving market volatility. Markets have faced a laundry list of concerns this year, including new COVID-19 lockdowns and an economic slowdown in China, the Russia-Ukraine war, surging inflation, and central-bank tightening. We think ...

Inflation continues to surge in Canada, with May’s CPI climbing 7.7% on a year-over-year basis—up from an already-high reading of 6.8% in April. In the UK, consumer prices rose 9.1% in May on a year-over-year basis, which marked a 0.1% increase from April’s elevat...

With rate now rising, has the easy money in real estate already been made? How real estate may become the haves and have-nots for investors. The tale of two outlooks when it comes to retail real estate. For further details see: Rising Interest Rates Are Cooling Real Esta...

Why oil has a supply problem and what it means for prices going forward. Oil prices are rising, but will capex levels follow? Maybe not. Can Canada's energy sector benefit from global supply shortages? For further details see: Rising Oil Prices Are Pushing Energy Stocks ...

Aside from the Bank of Japan, major central banks are in a hurry to tighten financial conditions even as a cyclical slowdown weakens demand. The Bank of England hiked its base rate by 25 bp, but increased its inflation projection and warned of more forceful action if necessary. Th...

In urban areas within an hour’s drive of Toronto (broad GTA), the average sale price topped $1,000,000 in February 2022. The Canadian median home sale price touched $816,000 in February. Now that carrying costs have risen sharply over the past year, property prices are stag...

The majority of global 10-year benchmark notes hit 3-year yield highs early in May after central banks around the world began to tighten monetary policy. Across Europe, inflation has soared, as the region continues to deal with the impact of the war in Ukraine and supply chain issues ...