Ivy Liao - IG Wealth Management

07/04/2026

雖然近期市場受到貿易消息及政策不確定性的影響而出現波動，但整體經濟基本面仍然保持穩健。企業盈利表現持續具韌性，就業及消費亦未見明顯放緩，反映經濟仍有一定支持。

另一方面，通脹壓力尚未完全消退，因此市場仍會密切留意未來的經濟數據及各國央行的利率政策走向。短期市場或會繼續受消息面影響，但長線投資更應著眼於企業盈利及經濟基本因素，而非短期波動。

對投資者而言，市場升跌屬正常現象。保持多元化資產配置、定期檢視投資組合，並堅持長期投資策略，往往比嘗試預測市場更為重要。

如您希望了解近期市場變化對您的投資組合有何影響，或想檢視現時的資產配置是否仍然符合您的理財目標，歡迎隨時與我聯絡，我很樂意與您一起討論。

祝大家週末愉快！

Market insights The week in the markets - July 3, 2026 By IG Investment Strategy Team • 3 July 2026 Market Update Growth resilient despite trade bump Canada’s gross domestic product rebounded in April, easing recession concerns.U.S. job growth slowed sharply in June, with weaker payroll gains an...

06/01/2026

地缘局势反复叠加通胀高企 美股韧性犹存 AI 板块热度扩散

和平预期提振市场，通胀压力再度抬头
• 和平向好的预期持续托底股市，化解下行风险。
• 美国通胀创下三年来最大同比涨幅。
• 人工智能板块涨势延续，资金不再局限于传统芯片个股，新买家纷纷入场。

Market insights The week in the markets - May 29, 2026 By IG Investment Strategy Team • 29 May 2026 Market Update Peace hopes helped rally, while inflation pushed back Peace hopes kept pulling stock markets back from the edge.U.S. inflation hit its biggest annual increase in three years.The AI mar...

02/02/2026

In case you missed it: Ashish Utarid discusses why rates aren’t the main story and what factors are guiding markets now. Listen now: https://ow.ly/TSfl50Y5GZV Subscribe, rate and review now.

02/02/2026

https://www.ig.ca/en/insights/2025-fourth-quarter-market-review

The final quarter of 2025 was a moderated reflection of the year’s volatility, upside surprises, and resilience. Equity and fixed income markets navigated headline-grabbing events, a record-long U.S. government shutdown, commodity price volatility, and mixed signals from central banks. Despite thi...

12/29/2025

我們對 2026 年的展望基於四大關鍵宏觀經濟支柱：貨幣寬鬆、財政擴張、人工智能超級週期以及財富效應。各國央行正從緊縮政策轉向寬鬆政策，預計加拿大央行和美國聯邦儲備委員會將繼續降息。這種流動性的增加已經在支撐股票價值，尤其是在科技等長期增長型行業。
各國政府正大力推行財政刺激政策，加拿大優先考慮住房和生產力，美國則通過鎖定減稅措施來提振消費支出。與此同時，人工智能投資熱潮持續重塑資本支出趨勢，推動生產力和盈利增長。由家庭資產負債表強勁和股市上漲所推動的財富效應正在強化消費，尤其是佔消費支出比例過高的高收入家庭的消費。
全球貿易正在復甦，美國製造業和房地產業趨於穩定，經濟衰退的跡象依然不明顯。儘管仍存在疑慮——尤其是在市場廣度（實際推動增長的股票數量）以及人工智能驅動的增長的可持續性方面——但數據表明，由基本面支撐的經濟擴張具有持久性。
2026 年的故事並非是退縮，而是復興。經濟週期在演變，而非終結。那些始終關注盈利、估值和宏觀基本面的投資者，將能很好地把握未來的機遇。這是一個獎勵自律、多元化和長遠眼光的市場。
對於投資者而言，信息很明確：要抵制住對每一條新聞標題都做出反應的誘惑。相反，要專注於優質資產，保持各類資產和不同地域的均衡配置，並坦然接受市場週期的發展。
閱讀我們完整的 2026 年市場展望，瞭解這些基礎支柱如何能夠指導投資組合決策，並幫助投資者在新的一年裏專注於進展，而非雜音。請點擊以上文檔閱讀全文。本文由 IG 財富管理公司發佈。它代表了我們投資組合經理的觀點，並作爲一般信息來源提供。它並非旨在提供投資建議或作爲任何投資的推薦。

November 17, 2025 2026 Market Outlook: Beyond the headlines, fundamentals take the wheel As we turn the page to 2026, investors find themselves navigating a market that has defied expectations. The volatility of early 2025 — driven by geopolitical uncertainty and policy reversals — gave way to a...

12/16/2025

As AI boosts productivity, will bond returns keep up with investor expectations? Philip Petursson, Chief Investment Strategist at IG Wealth Management, sees AI-driven gains shaping markets in 2026, but warns that faster U.S. rate cuts and Canadian caution could cause bond returns to lag. In a market shaped by shifting policy and rapid innovation, how are you positioning your portfolio to balance yield and growth? Watch the full interview: https://ow.ly/JA2150XKs2j

09/03/2025

Is the market too hot to handle? Despite the noise, fundamentals are telling a different story: strong earnings, resilient consumer behaviour, and AI-driven investment are powering this rally.

Philip Petursson, Chief Investment Strategist at IG Wealth Management, says this isn’t a bubble—it’s strength. Watch now: https://ow.ly/8FGL50WMOP1

08/18/2025

Don't overthink it: the fall financial playbook 秋季财务策略
Register today for our upcoming webinar on September 4. IG Wealth Management’s Philip Petursson, Chief Investment Strategist and Ashish Utarid, Assistant Vice-President, Investment Strategy will discuss ways to keep your portfolio on track this fall.
立即报名参加我们即将于 9 月4日举行的网上研讨会。 IG Wealth Management 首席投资策略师 Philip Petursson 与投资策略助理副总裁 Ashish Utarid，将分享如何让您的投资组合稳健前行。

Date 日期：: Sep 4, 2025 (Thu)
Time 时间: 6:30pm
Registration 报名: https://event.on24.com/wcc/r/5020492/1AB0029FFEC1BC61098D799F8E07ED45?partnerref=RO30Ivy_Liao

07/21/2025

The second quarter of 2025 demonstrated the market’s resilience in absorbing sharp, politically driven shocks. The period was defined by the U.S. administration's sweeping tariff announcements in April, which sent global equities into a tailspin. For those prepared, the volatility created opportun...