Insights

The month of November finished on a high note, marking one of the best months this year for global equity and fixed income markets. This strength reflects growing confidence that inflationary pressures are easing, central banks are largely finished with...

Thus far, the month of November is proving to be one of the stronger periods of the year with global equity and bond markets notably higher. Those gains have made up for some of the weakness witnessed during the first part of the fall. There may be a...

All eyes have been focused on the Middle East over the past couple of weeks as the region has seen a sharp escalation in tensions following the Hamas terrorist attacks in Israel and the subsequent military onslaught in Gaza. Our thoughts are first and...

The month of September proved to be challenging for global investors, with increased volatility and declines in prices across most sectors. Notably, the technology sector, a standout performer for most of the year, wasn’t immune as it too fell victim...

Global equity markets have given back some of their year-to-date gains so far in September while government bond yields have moved noticeably higher in recent weeks. The market action can be attributed to mixed economic signals and messaging from central...

Recent signs of a cooling Canadian economy led the Bank of Canada to hold interest rates steady this week, as anticipated. Canada's GDP for the second quarter fell short of forecasts, though factors such as the port strike and wildfires were partly to...

The second half of the summer saw more subdued price action with both equity and bond markets showing a slight decline. Investors’ immediate attention is likely on takeaways from a major conference of global central bank leaders and third-quarter results...

Global equity markets have pulled back slightly so far in August. The past few weeks have been marked by the U.S. credit rating downgrade by Fitch, one of three leading rating agencies. Although we foresee limited near-term consequences, we share its...

Investors have been tasked with interpreting a flurry of global economic data over the past couple of weeks. These include signals of resilient but moderating growth in North America, broadening economic weakness in Europe, and a stalled recovery in China...