Claudio’s experience with global and domestic capital markets has helped his loyal clients manage and increase their personal and corporate wealth for more than 25 years. While he enjoys all aspects of portfolio management, he also takes pride in designing innovative wealth preservation and retirement cash flow strategies. As a Chartered Investment Manager (CIM), Claudio is qualified to provide discretionary portfolio management, enabling his clients to entrust their day-to-day investment decisions to him. He is also a Certified Financial Planner® (CFP) and a Fellow of the Canadian Securities Institute (FCSI). Claudio earned his B.Comm in Finance and Marketing at the University of South London and is fluent in Italian and Romanian.
I think the earnings have certainly been revised down by most analysts, specifically the investment houses that had pretty lofty valuations and expectations originally.
In 2020 and 2021, we had very low interest rates and growth stocks outpacing value investments. There was also a tremendous focus on technology as we continued to perform our day-to-day activities amid the complexities of the pandemic crisis. We’re seeing the opposite play out in 2022 and looking forward to 2023.
Despite headwinds, not everything is gloom and doom in growth-based sector, says B.C.-based portfolio manager