Archive

We look at whether value stocks after a long period of poor relative performance have now seized the reins of outperformance from growth stocks.

Chart of the Week The Consumer Price Index hit a 4-decade high in April as a combination of the reopening of the U.S. economy, a sharp drop in prices last April and a surge in used car and airline prices fed into inflation: COVID-19 Update Global cases...

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

Inventories generally remain low, leaving few options for buyers to fight over and fueling widespread bidding wars.

This week, we will take a step back from COVID updates to focus on a few things that have been happening from an economic perspective. Let’s start with the Canadian dollar, which recently hit its highest point - $0.82 - in 4-years: You will recall that...