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As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.
While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.
Stagflation risks and a likely general election suggest a volatile environment in 2024.
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.
Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.
2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.
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.
We discuss the recent weakness in markets with a particular focus on bond yields.
We discuss the strength in oil prices and the headwind it presents to inflation.
