A Week in Review- April 5, 2024

April 05, 2024 |Jamie Sodhi
Global equity markets have been somewhat directionless over the past few weeks, likely taking a breather after a reasonably good first quarter. Investors are digesting recent jobs reports in Canada and the U.S. Meanwhile, the consensus view remains that...
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A Week in Review - March 22, 2024

March 22, 2024 |Jamie Sodhi
Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. As a result, markets outside the U.S. have also performed...
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A Week in Review - March 8, 2024

March 08, 2024 |Jamie Sodhi
Global equity markets have trended higher in recent weeks, with performance in regions outside the U.S. being notably stronger. Investors have been focused on the employment picture and recent comments from the Bank of Canada and the U.S. Federal Reserve...
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A Week in Review - February 23, 2024

February 23, 2024 |Jamie Sodhi
Global equity markets have maintained their strong start to the year, despite investors needing to recalibrate their expectations for the timing of interest rate cuts. Recent global economic data has been mixed, whereas in the U.S. it has largely exceeded...
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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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A Week in Review - February 9, 2024

February 09, 2024 |Jamie Sodhi
Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology stocks...
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A week in Review Jan 26, 2024

January 26, 2024 |Jamie Sodhi
North American equity markets have continued to push higher through the first month of the year. Given the anticipation for lower interest rates, all eyes remain focused on the world's central banks. This past week, the Bank of Canada decided to maintain...
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A week in Review - January 15, 2024

January 16, 2024 |Jamie Sodhi
Happy new year. Market action in the first few weeks has been relatively muted, contrasting with the strong gains witnessed towards the end of last year. This moderation can be attributed to a string of slightly stronger global economic data, prompting...
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