Semi-monthly Update September 17th 2021

Sep 17, 2021 |Thomas Donnelly

A Canadian-centric commentary this week as we discuss the 4th wave, high inflation, and the federal elections.

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Semi-monthly Update August 20th 2021

Aug 20, 2021 |Thomas Donnelly

We discuss the relatively resilient summer that’s been for the markets in the face of a number of uncertainties and why investors may want to temper their expectations for investment returns going forward.

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Semi-monthly Update July 30th 2021

Aug 03, 2021 |Thomas Donnelly

We discuss the earnings season and outlook for the tech sector given its influence on global markets.

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Pre-Weekend Update July 16th 2021

Jul 16, 2021 |Thomas Donnelly

We discuss the recent decline in bond yields, the growth outlook, and the second quarter earnings season which is now underway.

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Pre-Weekend Update July 2nd 2021

Jul 02, 2021 |Thomas Donnelly

With summer upon us, we take the opportunity to reflect on the current backdrop, which we expect to persist as we move into the second half of the year.

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Pre-Weekend Update June 4th 2021

Jun 07, 2021 |Thomas Donnelly

This week, we discuss the Canadian stock market which has been one of the best performing year-to-date, particularly in Canadian dollar terms.

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HealthTech: How technology can help fix health care

Jun 02, 2021 |Frédérique Carrier

Health care is plagued by the chronic conditions of bloated costs and gaps in access. But the intersection of health care and tech can offer a remedy.

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Pre-Weekend Update May 21st 2021

May 21, 2021 |Thomas Donnelly

This week, we discuss the Canadian banks which are set to report quarterly results next week. Expectations are justifiably high. We share our thoughts on the group beyond the short-term.

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Pre-Weekend Update May 14th 2021

May 14, 2021 |Thomas Donnelly

This week, we discuss the inflation backdrop, which caught the market off guard this week. We address the question as to whether this is likely to be short-lived or a longer-term phenomenon.

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Pre-Weekend Update May 7th 2021

May 07, 2021 |Thomas Donnelly

This week, we discuss the job market in Canada and the U.S. The pace of job gains going forward may ultimately dictate when central banks shift policy in a bigger way.

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Global Insight Monthly

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Global Insight 2021 Midyear Outlook

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