Can we bank on the banks?

May 21, 2021 |Mike Allington

Canadian investors are likely to turn their attention to the financial sector, with the banks set to report quarterly results next week. Earnings should be strong, but the question is whether they will be good enough to meet elevated expectations?

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It’s been such a long time – Inflation, I think you should be going

May 14, 2021 |Mike Allington

It’s been such as long time, (reference to the great song by Boston as we enter into a nice weekend), since we’ve had to worry about inflation. However, this week, monthly inflation readings in the U.S. came in stronger than expected.

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Will the inflation surge impact equity markets?

May 14, 2021 |Kelly Bogdanova

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

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A fine balance between good and great

May 07, 2021 |Mike Allington
Markets continued to consolidate over the past week, grappling somewhat with elevated investor expectations. The first quarter earnings season, which is nearly complete, has been strong, but it has been met with a relatively muted response by most stocks...
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