A&H Insights - April 19, 2024

April 19, 2024 |Ahsen & Trevor

Two developments were particularly noteworthy. The first is a significant shift in U.S. interest rate expectations due to recent inflation data. The second concerns heightened geopolitical tensions in the Middle East.

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A&H Insights - March 11, 2024

March 11, 2024 |Ahsen & Trevor

In recent months, concerns have re-emerged in the U.S. regional bank sector, with investors focused on potential losses in commercial real estate loans. These loans are disproportionately held by small to mid-size U.S. banks.

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Magnificent Seven's Outsized Impact

February 23, 2024 |Ahsen & Trevor

The “Magnificent Seven” technology-centric stocks, which make up nearly 30% of the U.S. S&P 500 index, have been crucial to driving the market’s overall earnings growth due to their sheer size and influence.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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A&H Insights - U.S. Economy

February 13, 2024 |Ahsen & Trevor

Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology

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A&H Insights - Canadian Banks

December 01, 2023 |Ahsen & Trevor

Throughout the year, expectations for the Canadian banking sector have been overwhelmingly negative. That helps to explain the group’s lackluster stock performance year-to-date. We share what we learned this week from their earnings calls.

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A&H Insights - State of the Markets

November 03, 2023 |Ahsen & Trevor

We take a look at the state of the markets, with a focus on the dichotomy between positive headlines around the U.S. economy and the overall tone of the outlooks and commentary from management teams that have been more guarded.

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A&H Insights - Recent Market Weakness

October 05, 2023 |Ahsen & Trevor

We discuss the recent weakness in markets with a particular focus on bond yields.

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A&H Insights - Oil

September 27, 2023 |Ansari & Hodgins Group

We discuss the strength in oil prices and the headwind it presents to inflation.

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A&H Insights - Big Tech & Big Implications 2023

July 31, 2023 |Ansari & Hodgins Group

Ahsen & Trevor provide their thoughts and insights on the markets - This week, discussing Big Tech's impact in 2023.

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