Blog

Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends.

Growth in employment to continue in July, at a slower pace

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

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.

Financial Markets Monthly - July 2020 The equity market rally that extended from late-March to early-June—pushing the S&P 500 within 5% of February’s record high—faded over the past month as investors balanced improving economic data with concerns about...

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.