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Cardinal Point Wealth Management’s Matt Carvalho Featured in Citywire

February 16, 2022 By Cardinal Point Wealth

Cardinal Point’s CIO Matt Carvalho was recently featured in an article in Citywire about how strategists are positioning portfolios to fight off inflation. The piece includes a peak into the inflation playbooks of a number of investment experts.

A few highlights:

  • When inflation is high, it tends to have the biggest impact on the fixed income market. This means bonds may see some potential downside.
  • Because Cardinal Point matches the risk portfolio of each client’s portfolio to that client’s unique situation, they don’t make dramatic moves based on any economic number.
  • However, Cardinal Point has slowly been increasing the weight of the alternatives segment of client portfolios over the last few quarters to avoid the opportunity cost of bonds with their low nominal return expectations.
  • Carvalho expects the Canadian stock market overall to continue to see strong returns in the face of rising inflation.
  • He does not expect to see inflation of around 5% in 2023 and beyond.
  • Instead, as supply chain issues resolve and product demand slows a bit, inflation should stabilize.

Click here to read the entire article.

Portfolio Positioning

Filed Under: Articles Tagged With: Inflation, Investment Expert, Matt Carvalho

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"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.