Bi-Weekly Update

April 05, 2024 |David Smith
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...
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Bi-Weekly Update

March 22, 2024 |David Smith
Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. As a result, markets outside the U.S. have also performed...
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Bi-Weekly Update

March 08, 2024 |David Smith
Global equity markets have trended higher in recent weeks, with performance in regions outside the U.S. being notably stronger. Investors have been focused on the employment picture and recent comments from the Bank of Canada and the U.S. Federal Reserve...
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Bi-Weekly Update

February 23, 2024 |David Smith
Global equity markets have maintained their strong start to the year, despite investors needing to recalibrate their expectations for the timing of interest rate cuts. Recent global economic data has been mixed, whereas in the U.S. it has largely exceeded...
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Bi-Weekly Update

January 30, 2024 |David Smith
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...
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