What is the equity selloff saying about the investment outlook?

Jan 25, 2022 |Kelly Bogdanova and Jim Allworth

We regard the pullback as something that should be endured on the way to further market gains instead of portending “something worse.”

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Earnings Matter

Jan 21, 2022 |Mike Allington

The new year has gotten off to a poor start. The main culprit has been raising bond yields. Much of the weakness has been focused in the growth pockets. We discuss why earnings may play a more important role going forward in driving equity returns.

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New year, new U.S. recession scorecard indicator

Jan 20, 2022 |Jim Allworth, Investment Strategist

We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?

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What should investors look for in China’s equity market?

Jan 20, 2022 |Frédérique Carrier and Jasmine Duan

Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.

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Audio commentary: 2022 - A year of shifting gears

Jan 14, 2022 |Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

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Are markets playing catch-up to the Fed?

Jan 13, 2022 |Thomas Garretson, CFA

Not only has it been a rather volatile start to the year for markets, but it has been a somewhat confounding one as well. Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes...

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U.S. vs. international equities: Time for a portfolio tune-up?

Jan 07, 2022 |Kelly Bogdanova

Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.

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Déjà vu

Jan 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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Investing in the post-COVID world: Where to from here

Dec 17, 2021 |Jim Allworth, Kelly Bogdanova & Frédérique Carrier

Investors will have to adjust to different dynamics that are setting the tone for the coming year and beyond. We explore these and other key themes.

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What's in store for 2022?

Dec 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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