MARKET COMMENTARY

Investing in Today’s World

Standing between the world’s often-conflicting themes, this edition highlights ways forward, whether it’s investing in 2020 or moving to a hot country.

02.10.2020 - Duane W. Green, President, Chief Executive Officer

It’s been a tumultuous few weeks in a young new year, accompanied by very mixed emotions. Geopolitical tensions have demanded our attention and great sadness surrounds the loss of life in the Ukraine International Airlines flight downed by Iran. The weight of emotion has hit home with the death of 57 Canadians. Our thoughts are with the families, friends and communities touched by this tragedy.

On a distinctly different front, there’s been positive news for investors as equity markets closed 2019 on a high, posting double-digit returns. In many ways, we find ourselves standing squarely between the world’s major themes. Likewise in this edition of Perspective, we look back to valuable earned experiences and ahead to the dynamic future unfolding before us.

For instance, in Investing at the Crossroads of Two Decades, Manmeet Bhatia and Ian Riach highlight the lasting money management themes of the 2010s and advances that will influence the way forward. With 2019’s robust results in hand, they raise considerations that keep the tulip mania of 1637 relevant, the human biases that can foil us, and return expectations for 2020.

For centuries, families have used trust structures to shape their legacy over generations. In Achieving a Fine Balance, Thomas Junkin and Giles Marshall discuss investing trust funds, evolving portfolio construction, and the long-lived ripple effects of decisions trust creators make.

We talk about new addresses here on earth and up among the stars. Read Sizing Up Your Next Move and Divvying Up the Moon.

Whether you’re in the middle of life-shaping decisions or sorting between competing market views, having a clear wealth management plan and a strong team in place provide a critical anchor. We’re here to share our disciplined investment expertise and experience and the benefits of our leading technological capabilities with you. It’s our job to provide clarity, have challenging conversations, work with multiple professional advisors, share new thinking and opportunities, all with the long-term view of preserving and growing your wealth as our first priority.

Heading into the season of annual reviews, RRSPs and personal taxes, consider any questions you may have, any changes you wish to make, and any changes that occurred in 2019. We look forward to working with you to make 2020 a great year.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. The information presented herein is considered reliable at the present time; however, we do not represent that it is accurate or complete, or that it should be relied upon as such. Data from third-party sources may have been used in the preparation of this material and Franklin Templeton Investments (“FTI”) has not independently verified, validated or audited such data. FTI accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user. Perspective is intended to provide information and commentary to Fiduciary Trust Canada clients. Articles should not be relied upon for investment, tax or legal advice and readers should not act on the basis of this information without first consulting their wealth counsellor, financial planner, tax advisor or lawyer who will provide advice with respect to the reader’s specific situation. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the Franklin Templeton Investments prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Franklin Advisers, Inc. is part of Franklin Templeton Investments Corp. (“FTIC”). Fiduciary Trust Canada is a business name used by Fiduciary Trust Company of Canada. Fiduciary Trust Company of Canada and FTC Investor Services are wholly owned subsidiaries of Franklin Templeton Investments Corp. (“FTIC”). Franklin Equity Group is part of Franklin Resources, Inc. (“FRI”), which operates globally as Franklin Templeton Investments.

MARKET COMMENTARY

Update: Coronavirus and Portfolio Implications

03.02.2020 Ian Riach, Chief Investment Officer

Ian Riach shares our thoughts on the coronavirus and how we are positioning the portfolios.

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MARKET COMMENTARY

A Good Year Despite Fears

01.29.2020 Scott Guitard, Vice President, Portfolio Manager

Given the current environment, we’re expecting Q4 to be a bumpy ride and have adjusted equity weightings to support positive performance.

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