FLCA News and Press, Franklin FTSE Canada From 07/27/22

Why inflation may not be all bad for real estate? Is Canadian real estate facing a crash? Not likely. How a slower Canadian housing market may affect economic growth? Aggressive interest rate hikes by central banks have sent a significant chill across the real es...

The coming recession: Deep or shallow? Markets pricing in rate cut in 2023. Overly optimistic? Will 2023 be the rebound year for bonds? The risk of recession grows as the U.S. Fed continues its war against inflation. Michael Craig, Head of Asset Allocation, TDAM ...

For three decades, the theory was that ultra-low interest rates allow borrowers to save on interest costs. In reality, low rates prompt most to borrow more and go deeper into debt. It will take a combination of lower home prices and higher incomes to enable the household formation nee...

Exchange traded funds that focus on both the United Kingdom and Canada moved into the spotlight Wednesday, as the two nations reported higher monthly inflation figures. In the U.K., CPI Y/Y inflation levels topped 9.4% compared to the previous months figure of 9.1%. Inflation in the...

Topaz Energy has a greater chance of success than a typical new company due to the backing of Tourmaline Oil. This company is a mixture of midstream and royalty interests. The dividend is rapidly increasing, though the payout ratio remains low. Both a consistent long-term divi...

Canada’s housing market continued to weaken for the third month in June. Sharply higher interest rates and some of the world’s most unaffordable home prices have shrunk the pool of able and willing buyers even as Canadian unemployment remains near cycle lows. After f...

After seeing a very strong recovery during 2021, Vermilion Energy appeared to be entering a new era of dividend growth in 2022. This is dependent upon them reaching a C$1.2b net debt target, which has been delayed due to their recent C$477m Leucrotta acquisition. Thankfully Vermil...

Founded only a year ago, Rubellite is a pure play oil producer operating in the prolific Clearwater play. Led by Sue Riddell Rose and Ryan Shay, the company has first class management. The company is debt free and funds its capital program from internally generated funds. ...

The US and eurozone June composite PMI had nearly converged at 52.3 and 52.0, respectively. The BOJ saw the economy expanding 2.9% this year and slowing to 1.9% next and 1.1% in 2024. In June, the ECB raised the TLTRO rate to its deposit rate (-0.50%), and banks repaid almost 75 b...

U.S. inflation hits a 40-year high of 9.1%. Market pricing for July Fed meeting shifts. Bank of Canada announces largest rate increase in 24 years. On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Inst...