Thinking hard about a soft landing

December 14, 2023 |Frédérique Carrier

Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.

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U.S. debt: Not living on borrowed time

U.S. debt: Not living on borrowed time

December 08, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Global Insight 2024 Outlook: Investing for a new reality

December 04, 2023 |Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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Global Insight 2024 Outlook: United States

December 04, 2023 |Kelly Bogdanova and Thomas Garretson, CFA

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

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Global Insight 2024 Outlook: Canada

December 04, 2023 |Sunny Singh, CFA, and Luis Castillo

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

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Global Insight 2024 Outlook: United Kingdom

December 04, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

Stagflation risks and a likely general election suggest a volatile environment in 2024.

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