Insights

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

The Bottom Line: As expected, the Bank of Canada (BoC) cut the overnight rate by another 50 bps to 3.25% on Wednesday, right to the top end of the BoC’s “neutral” range estimate (2.25% – 3.25%). Macklem’s opening statement made clear that with interest...

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

各国央行的通胀目标有望实现，但并非所有物价趋势都已恢复正常。近期上行风险和结构性价格压力显示央行官员应保持警惕。通胀问题已不像 2 年前那样令人头疼，但投资者在资产配置决策中仍应将其纳入考虑范围。

Central banks’ inflation targets are in sight, but not all price trends have normalized. Inflation isn’t the headache it was, but investors should keep it in mind in their asset allocation decisions.

Continuing our examination of artificial intelligence and its potential to shape the investment landscape, we look at the specific impacts AI may have – or is already having – across a wide range of industries.