Why Corporate Earnings Visibility Will Be Critical

 April 24, 2020 |Michael Capobianco
This corporate earnings season and the next will translate as completely abnormal. This is not because of the double-digit claw backs that we expect in earnings growth—that’s normal during recessions. Q1 and Q2 reporting seasons will be outliers is because...
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Equities Markets Have Roared Back But This Is A Time For Caution

 April 17, 2020 |Michael Capobianco
Most equity markets have rallied substantially since Mar. 23, the day many country and global indexes hit a low point. Since then, the S&P 500 has jumped 25.1%, while Canada’s S&P/TSX has climbed 23.8 %. European markets have bounced 15.9 %—all in less...
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Let's Get Specific: What Will A Recession And Recovery Look Like For The Economy And Your Portfolio

 April 03, 2020 |Michael Capobianco
The onslaught of negative COVID-19 economic data has begun. Nearly 10 million U.S. workers filed for unemployment benefits in the past two weeks. Canada’s manufacturing activity slid to 46.1 in March, deep into contraction territory. This is the tip of...
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