COVID-19 – health and safety notice. Read more
As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.
As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.
Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.
Mikhial Pasic & Chris Girdler discuss developments in the Canadian preferred share market; outlining why there might be more room for positive preferred share performance.
The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.
Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.
“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”
We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.
It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?
We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.