Blog

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

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

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

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

As nations move away from the post-Cold War period of intense globalization, how will the world’s manufacturing powerhouse adapt to the new economic paradigm?