Blog

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

As the Fed remains hawkish in the face of recessionary warning signs from markets, we look for possible turning points in the year ahead.

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

The Canadian economy is likely to slip into recession in 2023, but markets are starting to look past this threat.

U.S. markets could change course more quickly, and in different ways, than investors might assume.

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

While there could be some positive surprises, a wide range of potential economic outcomes warrants a modestly defensive stance in portfolio positioning.