Insights

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

The Bank of Canada lowered its benchmark interest rate by half a percentage point in October, to 3.75%.

The level of the overnight rate is still restrictive at 3.75% and the BoC in the press release hinted at future rate cuts will follow to support a return to stronger GDP growth.