Insights

Global equities have been a bit more mixed of late with Canadian and European equities weaker in recent weeks, though year-to-date gains remain respectable. Meanwhile, the U.S. equity market continues to display strength, driven by the large-cap technology...

Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Below, we discuss key takeaways from these developments and reflect on the Canadian equity market’s performance...

Q1 Economic Summary Equity returns were positive in the first quarter of 2024. The S&P/TSX, S&P 500, and MSCI EAFE Indexes were up about 7%, 13% and 7% respectively (Figure 1, Returns in CAD$). In Canada, Energy and Materials leading the way, while Energy...

Global equity markets have been somewhat directionless over the past few weeks, likely taking a breather after a reasonably good first quarter. Investors are digesting recent jobs reports in Canada and the U.S. Meanwhile, the consensus view remains that...

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 stocks...

North American equity markets have continued to push higher through the first month of the year. Given the anticipation for lower interest rates, all eyes remain focused on the world's central banks. This past week, the Bank of Canada decided to maintain...