Insights

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

The BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for

Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row for the Bank of Canada (BoC) to kick-start the policy easing cycle and lower the overnight rate by 25 basis points to 4...

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.

More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.