Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

 December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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Bi-weekly Client Letter 2024-11-01

 November 01, 2024 |Elizabeth Arseneau
Global equity markets have drifted lower recently, with North American equity markets retreating from highs. In the U.S., central bank policy easing is expected to continue, but investors have tempered their expectations for how quickly rates will fall...
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The end of China’s challenging chapter?

The end of China’s challenging chapter?

 October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Bi-weekly Client Letter 2024-10-18

 October 18, 2024 |Elizabeth Arseneau
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market...
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Bi-weekly Client Letter 2024-10-04

 October 04, 2024 |Elizabeth Arseneau
It has been a busy few weeks with several issues garnering investor attention. The U.S. jobs report has taken on more importance given the Federal Reserve’s admission that it is watching it more closely. Elsewhere, investors have been preoccupied with...
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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

 October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Bi-weekly Client Letter 2024-09-20

 September 20, 2024 |Elizabeth Arseneau
The U.S. Federal Reserve cut interest rates this past week, joining many other major developed central banks who have started to reduce interest rates in recent months. Another important development was the notable decline in Canada’s inflation rate,...
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Bi-weekly Client Letter 2024-08-09

 August 09, 2024 |Elizabeth Arseneau
Global equity markets have recently retraced some of their year-to-date gains, while government bond yields have fallen (i.e., higher bond prices), as investors gravitated towards the safety of high-quality bonds. This market action can be attributed...
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Bi-weekly Client Letter 2024-07-26

 July 26, 2024 |Elizabeth Arseneau
First and foremost, our thoughts go out to those that have been impacted by recent wildfires, in particular those in Jasper National Park. On the investing front, it has been an eventful few weeks. The Bank of Canada cut interest rates for the second...
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Bi-weekly Client Letter 2024-06-28

 June 28, 2024 |Elizabeth Arseneau
Global equities have been somewhat directionless over the past few weeks. One notable development was the Canadian inflation report for May, which was higher than expected for the first time this year. This has moderately reduced expectations for a July...
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