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This week, we focus on profitability levels.
In light of recent volatility, we share some perspectives on recent turbulence, inflation expectations, and the silver lining that has emerged this year.
We discuss takeaways from the earnings season which is at the halfway mark, and provide our thoughts on the technology sector which has been in the spotlight.
We discuss the investment outlook for Canada, which is becoming increasingly murky (in-line with much of the rest of the world).
What is the "yield curve"? We discuss the dynamics of yield curve and its recent excessive attention .
The jobs of the central banks have become more complex given the Ukraine/Russia situation.
We discuss the bond market woes and why some opportunities at the margin to reposition portfolios are starting to emerge.
We discuss the tug of war taking place between rising rates and earnings and the mixed bag of results from the tech sector.
We discuss the poor start to the year and why investors will have to lean on earnings growth to drive returns.
Happy new year. This week we discuss why most investors may be feeling a case of déjà vu.
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