Insights

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

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.

At some point next year, there is the potential that interest rates in Canada could sit meaningfully below interest rates in the U.S. Interest rate differentials - often influence currency flows, as funds gravitate towards higher-yielding currencies

In the past few weeks, a series of measures have been announced by China: interest rate cuts, funds to support the stock market, and the lowering of downpayment requirements on homes, amongst other things.

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

We discuss the second-quarter earnings season, which is just wrapping up, and offer insights into the current state of the U.S. consumer.

While we tend to focus on issues in North America, we also closely monitor developments overseas. Below, we take a closer look at Europe, discussing a few developments and providing a brief investment update.

... we believe that we remain in a window of time where the range of potential U.S. economic outcomes remains wider than normal given the significant change in interest rates that occurred over the past few years...