Invested Newsletter

INVESTED: January Edition

January 31, 2025

Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we explore key forces shaping financial markets in 2025, featuring expert insights from Viewpoint Chief Investment Officer Scott Smith. Additionally, we examine the intersection of urban design, well-being, and economic growth, the transformative role of AI in family offices, and the impact of shifting trade policies on Canada’s economy. Dive in for timely analysis and valuable perspectives. Happy reading!

VIEWPOINT SPOTLIGHT

THE INVESTMENT OUTLOOK FOR 2025

Canada’s Fork in the Road: Adapting to a Shifting Geopolitical Landscape

This article from Scott Smith explores how global events, like U.S. trade policies, shape financial markets and impact equities, currencies, and Canada’s economy. With looming tariffs, rising geopolitical tensions, and potential trade wars, policymakers face critical decisions to navigate economic uncertainty. Will 2025 be a pivotal year for global markets? Discover key insights by reading the full article!

From Santa Claus to Krampus: How Rising Yields & Inflation Are Reshaping Markets for 2025

Rising bond yields clash with resilient equities, fueled by strong economic data and inflation risks shaking global markets. With the Fed cutting rates but markets bracing for volatility, 2025 could define a turning point for investors. Will equities hold strong, or will bonds steal the spotlight? Join CIO Scott Smith as he explores the outlook for the upcoming year.

INSIGHTS FROM THE VIEWPOINT FOUNDATION

EXPLORING PHILANTHROPIC TRENDS & IMPACTFUL INITIATIVES

Beyond Utility: Designing for Beauty, Experience, & Human Flourishing

Our surroundings profoundly impact our mental well-being, yet modern urban design often prioritizes function over beauty. Research shows that aesthetically engaging spaces reduce stress, enhance social connection, and improve health outcomes. Whether in hospitals, workplaces, or public areas, intentional design fosters a sense of belonging and pride. How can we integrate beauty into everyday spaces to improve our quality of life?

JANUARY’S INVESTMENT PULSE

RISK, RETURNS, & THE GREAT WAVE

You Can ONLY Eat Risk-Adjusted Returns

Balancing spending and saving is key to avoiding lifestyle creep and ensuring financial stability. This article from Moon Tower explores Money With Katie’s simple adjustment to the 4% rule and delves into how risk-adjusted returns, inflation, and volatility shape smart investing decisions. Are you managing your assets and income effectively? Dive into the full article to learn more!

How Institutions Used ‘Brute Force’ to Diversify With ‘Fuzzy’ Private Market Investments

Institutional investors embrace diversification but face inefficiencies with alternative investments. Once reliant on precise asset allocation, today’s CIOs navigate blind pools, subjective asset classes, and scattershot diversification, often relying on the law of large numbers to reduce risk. Is this modern portfolio strategy efficient, or just costly chaos? Join the Institutional Investor as they uncover the complexities of institutional investing!

The Great Wave Is Coming for Central Banks

The era of economic tranquility has given way to what central bankers call the “Great Volatility,” marked by unpredictable policies, global economic imbalances, and shifting priorities. From surprising rate decisions in Asia to central banks navigating choppy waters, uncertainty reigns. Are we facing a new economic paradigm, or just turbulent times? Explore the full article from Bloomberg for deeper insights!

PODCAST PICK

UNLOCKING INSIGHTS, ONE EPISODE AT A TIME

Canada After Trudeau, Immigration Debate, and China’s Economy

This podcast from Econ 102 explores U.S.-China tensions, Taiwan, China’s economic struggles, shifts in U.S. politics, Trudeau’s economic legacy, and bipartisan cooperation on industrial policy. With insights on Biden’s industrial success and Musk’s influence in Europe, it’s a must-listen. How will these issues shape global politics and economies? Tune in to find out!

MORE TO EXPLORE

CURATED READS FOR THE INQUISITIVE

It’s Time for Canada to Finally Grow Up

Canada must step up and shed its prolonged adolescence in national defense and economic policy. Over-reliance on U.S. protection and markets has bred complacency, but changing dynamics demand tough, adult decisions. From NATO commitments to fostering economic independence, it’s time for Canada to grow into its potential. Can Canada rise to the challenge? Check out this opinion piece from The Globe & Mail to explore more!

Family Offices May Be Falling Behind in Adopting AI-Driven Efficiencies

Artificial intelligence is reshaping family offices, offering tools to streamline operations, generate insights, and identify opportunities. However, adoption remains cautious due to limitations, regulatory concerns, and the need for human oversight. How can family offices harness AI’s potential without losing their competitive edge? Find out more in this article from Canadian Family Offices!

DISCLAIMER:

This blog and its contents are for informational purposes only. Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this blog were prepared based upon the information available at the time and are subject to change. All information is subject to possible correction. In no event shall Viewpoint Investment Partners Corporation be liable for any damages arising out of, or in any way connected with, the use or inability to use this blog appropriately.

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