Insights

It’s hard to believe, but the first half of the year has come to a close. While it’s been eventful, one could argue it’s been relatively dull compared to the year ago period. Interest rates are still rising, but less aggressively than last year. The rate...

Global markets continue to behave reasonably well as measures of equity volatility sit near multi-year lows. This is encouraging given some new uncertainty around interest rates. The U.S. Federal Reserve, Bank of Canada, and European Central Bank all...

Our thoughts go out to all those that have been affected by several wildfires across provinces from coast to coast. On the investment front, investors have been predictably preoccupied with the U.S. debt ceiling. Fortunately, a deal has been agreed upon...

First and foremost, our thoughts are with the thousands of people who have been affected by the devastating wildfires in Alberta. On the investment side, the U.S. debt ceiling has been front and centre. While it hasn’t resulted in significant volatility...

Global markets have been relatively calm and remain near their highs for the year. Despite the quiet market action, it’s been a rather busy period with developments that are worthy of updates. The first quarter earnings season has come and is nearly gone...

The past few weeks have come as a relief to investors as bond and equity market volatility has subsided to some extent. Positively, the recent turmoil witnessed in the banking sector appears to have been contained. That should leave investors feeling...

It’s been a whirlwind of a week in global markets. Concerns over the stability of the global banking system emerged after a few sudden U.S. bank failures and signs of stress at a larger European one. Policymakers responded quickly and the situation has...

A tug of war has emerged this year in global markets. On one end, a view that tight financial conditions will eventually lead to a recession and equity market weakness. On the other side, the belief that a resilient economy will lead to stickier inflation...

Volatility has resurfaced over the past month. It’s been most evident in the bond market, with yields having moved meaningfully higher (and prices lower), reaching levels seen in November of last year. The move on the equity side has been less pronounced...