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US Consumers Riding to the Rescue Again

The Pacifica Partners Fall 2015 Quarterly Commentary: There are not many things in finance that one can find a near perfect consensus on. One that comes close to unanimity is the notion that the current regime of low interest rates globally has about run its course in being able to accelerate economic growth. Simply put,…

Low Interest Rates a Fading Solution

The last several months have served as a reminder to the global financial markets that the work of central banks is not done yet. Nearly six years after the last recession ended the world finds itself still guessing as to when interest rates will finally begin to rise.   As Europe is so clearly illustrating,…

LNG Promises Steeped in Forecast Risk

The government of BC staked a great deal of the province’s future prosperity on its ability to work with the energy industry to harness BC’s natural gas reserves for export to the energy hungry nations of Asia. To further underline the future potential, the government has stated that it would follow in the footsteps of…

Debating the Return of Inflation

When the world’s central banks decided to undertake a zero interest-rate policy and then to inject money into the global banking system to levels that were previously unforeseen, there was widespread fear that this would eventually unleash an inflationary firestorm. Our take was, and is, that these worries were misplaced because ...   Debating the…

An Embarrassment of Riches

One of the few things Wall Street, Main Street and politicians of all stripes can agree on is that the economic recovery since the last recession has been slower than expected. If we listen closely to the speeches of various policy makers, there is an undertone of frustration in their voices. An Embarrassment of Riches…

CBC Television: Lang & O’Leary Exchange

Pacifica Partners' Naveen Gopal, Vice President of Client Services, was interviewed by Kevin O'Leary and Amanda Lang on the February 27th, 2014 airing of "The Lang & O'Leary Exchange".   The topic of discussion: Canadian baby boomers and their reliance on home equity to fund their retirement and timing it right if you plan to…

2014 Kicked Off With Too Few Bears

In 2013, the financial markets began to put the fears rooted in the Financial Crisis behind them as investors began to sense that there was light at the end of the tunnel. Optimism seemed to replace fear and investors began a flight out of the safety of bonds and into equities. As last year drew…

The Challenges of Oversupply

This edition of our newsletter takes a look at a topic that we think deserves more attention from investors and policy makers. Since the end of the last reces- sion, there has been much debate around the topic of why the global economy has not been more responsive to the more than 500 interest rate…

Submerging Markets – the downside of developing economies

Over the last several years, investors became accustomed to the belief that the influence of the U.S. economy and its policies on the emerging markets nations was waning. The emerging markets countries include the well-publicized BRICs group of countries (Brazil, Russia, India, and China) but also nations such as Indonesia, Mexico, Thailand and South Africa.…

Investors have a Taper Tantrum

The financial industry rarely has a challenge when coming up with clever headlines to describe the markets. Our newsletter gets its title from recent investor reaction to the mere hint that the US Feder-   al Reserve (the ‘Fed’) may reduce or ‘taper’ its monthly $85 billion bond purchase program. Since bond prices and interest…
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