Sales matter, so do costs.

May 19, 2022 |Mike Allington

Global equities remain under pressure. Investors are grappling with a host of headwinds that are beginning to challenge the earnings growth outlook. Results from some consumer companies suggest the operating environment has become more demanding.

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The good, that bad, and the earnings...

April 29, 2022 |Mike Allington

It has been a challenging few weeks for global equity markets, with most having been relatively weak of late. There’s no one factor to blame. We share some thoughts on the first quarter earnings results which are now about halfway complete.

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Déjà vu

January 07, 2022 |Mike Allington

Happy new year, sort of. If you’re experiencing a case of déjà vu, you’re not alone. Canada is once again grappling with another wave of Covid-19. It feels eerily similar to the beginning of last year, though there are some stark differences.

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What's in store for 2022?

December 10, 2021 |Mike Allington

Global equity markets have been able to shrug off some of the uncertainties posed by the new omicron variant and are once again flirting with their highs. Risks posed to the economy may be small. We'll offer some thoughts on the year ahead.

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A new dose of uncertainty - is this time different?

November 26, 2021 |Mike Allington

Global equity markets are ending the month of November on a down note as the discovery of a new variant of the coronavirus has created some alarm.

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Orderly Disorder

October 01, 2021 |Mike Allington

Volatility has returned after having been absent from the investing landscape over the past few months. As a result, many global markets have experienced some pressure in recent weeks, although the bouts of weakness have been orderly in nature.

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It's all about the Fed, again.

June 18, 2021 |Mike Allington

All eyes were on the U.S. Federal Reserve this past week. And, it did not disappoint, at least with respect to the buzz generated within the investment community.

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Canadian Equities Lead the Way

June 04, 2021 |Mike Allington

The Canadian equity market has been one of the best performing this year. In Canadian dollar terms, the market is up by an even bigger margin. We’ll focus on what’s been driving the market and its outlook going forward.

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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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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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