Managing Covid Outbreaks Key for the Path to Economic Recovery

Managing COVID outbreaks key for the path to economic recovery

Jul 10, 2020 |Josh Nye
Financial Markets Monthly - July 2020 The equity market rally that extended from late-March to early-June—pushing the S&P 500 within 5% of February’s record high—faded over the past month as investors balanced improving economic data with concerns about...
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Why investors shouldn’t be spooked by Q2 earnings

Why investors shouldn’t be spooked by Q2 earnings

Jul 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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BoC surveys show expectations for gradual recovery

BoC surveys show expectations for gradual recovery

Jul 06, 2020 |Nathan Janzen
Business expectations for future sales, investment activity historically (but not unprecedentedly) low. Businesses report ability to ramp up production quickly, but concerns about demand will persist Household income/spending expectations lower, but both...
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The resilient Health Care sector in an election year

The resilient Health Care sector in an election year

Jul 06, 2020 |Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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Will COVID-19 force the auto sector into a U-turn

Will COVID-19 force the auto sector into a U-turn?

Jul 06, 2020 |Jim Allworth

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

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happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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How Europe is rising to the COVID-19 economic challenges

Jun 25, 2020 |Frédérique Carrier

We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.

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COVID-19 highlights the need for bold change in Canada’s eldercare system

Jun 23, 2020 |Naomi Powell

Canadians in long-term care have paid the heftiest price in this pandemic, with 82% of deaths coming from within their ranks.

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What’s driving volatility in the U.S. equity market?

Jun 19, 2020 |Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

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Healthcare’s double-shift: pandemic response and digital transformation

Healthcare’s double-shift: pandemic response and digital transformation

Jun 16, 2020 |John Stackhouse

As hospitals and health centres reckon with one of the biggest public health crises in a century, they have to contend with the simultaneous transformation into a digitally-enabled future.

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