Blog

Our March 2021 note addresses the recent results from the Canadian banks and their view on a continuing recovery, the recent rise in bond yields and the influence from strong economic growth and inflation, and the recent online stock trading frenzy.

We are hopefully at the beginning of the end of this catastrophic pandemic. However, much of the direction of the markets over 2021 will be determined by growing immunity and continued efforts to slow the spread of Covid-19.

As gaps begin to feel more like canyons between pre-Covid times and the end of this pandemic, we continue to focus on the how and the why to hold on to a confidence in a return to some sense of normal life in 2021.

While a contested election could bring forth volatility, it is not believed to be a game-changer for the market - no matter who ends up in the Oval Office.

Next week’s U.S. election seems to be as publicly debated and prognosticated as any in history. It's worthwhile outlining both the encouraging signs about the markets and the economy and also where the risks lie heading in to next week's results.

Mark Bayko and Jim Allworth from the Global Portfolio Advisory Committee provide an update on their investment outlook.

The "New Normal, New Opportunities" series examines secular trends and the associated winners in a post-Covid-19 world. Identifying these trends and understanding their investment implications will be critical to navigating the road ahead.

Global markets and investors continue to monitor the health and economic impact of Covid-19, focusing on the developing trends that are expected to be drivers of economic growth once the prevalence of the virus diminishes.