Dreaming in Green - The Johnson Brothers

Apr 01, 2021 |Thomas Donnelly
Good Morning To all my fellow golfers and golf aficionados. I’m pleased to extend this invitation to you – an intimate interview/conversation with Dustin Johnson (Master’s Champion) and his caddie/brother Austin Johnson. Spring is in the air! I hope you...
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Pre-weekend Update February 5th 2021

Feb 05, 2021 |Thomas Donnelly

This week, we discuss the rise of the “SPAC” and the elevated levels of investor sentiment that will require some vigilance going forward.

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Pre-weekend Update December 11th 2020

Dec 11, 2020 |Thomas Donnelly

This week, we spend some time discussing the Canadian dollar which has now reached a multi-year high. We see a supportive environment for the currency in the year ahead.

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Pre-weekend Update December 4th 2020

Dec 04, 2020 |Thomas Donnelly

This week, we spend some time discussing the federal government’s plan to help the economy during this period of vulnerability. We discuss the implications of this record level of spending on our country’s fiscal outlook.

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Pre-weekend Update November 20th 2020

Nov 20, 2020 |Thomas Donnelly

This week, we discuss the near-term headwinds that are offset by positive vaccine developments that should pave the way for a more durable economic recovery in the second half of next year.

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Pre-weekend Update November 13th 2020

Nov 13, 2020 |Thomas Donnelly

This week, we discuss the two-sided story that has developed on the virus front. We see a more stable backdrop developing for the economy and markets in 2021.

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Pre-weekend Update November 6th 2020

Nov 06, 2020 |Thomas Donnelly

This week, we discuss the collapse in volatility despite the lack of a clear outcome with the U.S. elections. We expect some doubt to linger given the likelihood of recounts and litigation.

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Pre-weekend Update October 2nd 2020

Oct 02, 2020 |Thomas Donnelly

This week, I share some thoughts on the news that President Trump has tested positive for the coronavirus, our commentary on the U.S. elections and the potential outcomes we see, and the implications for the markets.

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Pre-weekend Update September 25th 2020

Sep 25, 2020 |Thomas Donnelly

This week, we discuss the market weakness, implications of the throne speech from the Canadian government, and an update on Covid cases in Canada.

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Global Insight Monthly

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Global Insight 2021 Midyear Outlook

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