January’s inflation report showed 1.9% — a slight uptick but still under control.
The Bank of Canada’s path? Likely gradual rate cuts throughout 2025.
What should Canadian investors do in this environment?
🔵 The Opportunity:
Equities: Lower rates mean stronger corporate earnings potential.
Fixed Income: Investment-grade bonds offer solid yields again.
Real Assets: Real estate and infrastructure provide inflation protection.
🔵 What We Recommend:
At Safavi Financial, we customize portfolios based on macro trends, not emotions. That means:
Adjusting equity sector allocations (leaning toward growth sectors when appropriate).
Locking in high-quality bonds while yields remain attractive.
Keeping diversified international exposure to spread geopolitical risks.
🔵 Investor Tip:
The biggest risk in 2025 isn’t market volatility — it’s missing out by staying on the sidelines.
Let’s adapt your investment plan to the realities of today’s world economy.
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