An evolving investment landscape

An evolving investment landscape

February 29, 2024 |Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Proof Point: Weak productivity is threatening Canada’s post-pandemic wage growth

February 28, 2024 |Nathan Janzen
Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour shortages earlier in the pandemic recovery. Now lagging productivity in Canada (along with a softening labour market...
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Gravitas: Tesla & Mercedes

February 23, 2024 |Michael Newton

The Newton Group Insights

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Shaking up corporate Japan

Shaking up corporate Japan

February 22, 2024 |Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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RBC Canadian Inflation Watch

Canadian inflation outlook still murky but January CPI growth slowed

February 20, 2024 |Nathan Janzen and Abbey Xu
Canadian inflation outlook still murky but January CPI growth slowed Year-over-year CPI growth slowed to 3.2% in January from 3.4% in December. Energy and food price growth slowed, but the Bank of Canada’s preferred core measures of broader price pressure...
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Gravitas: Why Not Go To Cash?

February 16, 2024 |Michael Newton

The Newton Group Insights

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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End of the correction? Canada’s housing market is warming up

End of the correction? Canada’s housing market is warming up

February 14, 2024 |Robert Hogue
It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have more energy this winter. Importantly, they’re landing more deals. Home resales in Canada increased for the second month...
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Gravitas: The Weighing Machine

February 09, 2024 |Michael Newton

The Newton Group Insights

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Are banks facing a real estate reckoning?

Are banks facing a real estate reckoning?

February 08, 2024 |Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

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