Insights

Without these companies, the earnings growth rate for the market would be nearly flat.

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.

The Bank of Canada lowered its benchmark interest rate by half a percentage point in October, to 3.75%.

The level of the overnight rate is still restrictive at 3.75% and the BoC in the press release hinted at future rate cuts will follow to support a return to stronger GDP growth.

Central banks’ inflation targets are in sight, but not all price trends have normalized. Inflation isn’t the headache it was, but investors should keep it in mind in their asset allocation decisions.

We continue to view our U.S. dollar exposure in our clients’ portfolios as offering important diversification and protection in today’s environment.

Continuing our examination of artificial intelligence and its potential to shape the investment landscape, we look at the specific impacts AI may have – or is already having – across a wide range of industries.

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

The influx is continuing to build inventory—which is still hovering near the equivalent of four months of supply.