Blog

Some semblance of calm returned over the past week. This was a welcome reprieve from the commotion that surfaced over a week ago. While the health of U.S. government officials was still in focus, investors were quick to turn their attention to the on...

Markets were set to finish the week higher until the revelation that U.S. President Donald Trump, and the First Lady Melania Trump, had tested positive for the coronavirus. This development adds yet another source of near-term uncertainty as investors...

Global equity markets experienced some weakness this week, though the decline was sparked by no obvious catalyst. The week was also highlighted by a combination of hope on the vaccine front and global economic data for the month of August that suggest...

Global equity markets crept higher this week despite the lack of progress on a U.S. stimulus package. This week, we address the dichotomy that has emerged on the virus front between the U.S. and much of the rest of the world. We also discuss the implications...

North American equity markets advanced in a holiday-shortened week in Canada as investors continued to digest second quarter earnings reports and management outlooks for the balance of the year. This week will be remembered for the horrifying explosion...

It’s been a tale of two stories the past few weeks. On the one hand, concerning coronavirus trends across key hotspots and new localized outbreaks in some countries. On the other hand, resilient markets which appear to believe that, for now, the worst...

This week was characterized by a further increase in the global spread of the virus. It weighed on investor sentiment, though to a lesser degree than we would have expected. We believe the response in the U.S. in particular and subsequent impact to the...

This week ended roughly where it started as the market seesawed between modest gains and losses. This tug of war was somewhat fitting because it encapsulates an interesting dynamic. More specifically, the risks posed by the pandemic offset, for now, by...