Gravitas - Prediction Addiction

Dec 23, 2020 |The Newton Group

’Tis the wonderful season for market forecasts, stock predictions and top ten lists. Unfortunately nobody has any knowledge of what is going to happen next year that is worth sharing in any sort of definitive way.

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Gravitas - Santa Claus Rally

Dec 18, 2020 |The Newton Group

The term "Santa Claus Rally" gets thrown around a lot, but it's often misunderstood.

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Accommodative Fed policy will be a way of life for the economy and markets

Dec 18, 2020 |Atul Bhatia, CFA

As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.

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Gravitas - Spotlight On Canada

Dec 11, 2020 |The Newton Group
I don't discuss Canada’s stock market as much as I probably should but the good news is that it has found its groove heading into the final weeks of the year. After surging more than 10 per cent in November, the S&P TSX Composite Index has rallied another...
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Emerging markets beyond COVID-19: A ripe climate for investors

Dec 11, 2020 |Frédérique Carrier

COVID-19 vaccines and a weak dollar solidify our positive view of emerging market equities, and undemanding valuations further burnish their appeal.

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Gravitas - Reaching For New Highs

Dec 09, 2020 |The Newton Group
As we closed out November, Canada’s stock market finally erased the last of its pandemic-driven losses. The S&P/TSX Composite Index climbed during the month, clawing its way back into the green for 2020. Earlier this year, the Covid-19 outbreak wiped...
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Audio commentary: Global Insight 2021 Outlook

Dec 09, 2020 |Mark Bayko & Jim Allworth

Mark Bayko and Jim Allworth, members of the Global Portfolio Advisory Committee, discuss the Global Insight 2021 Outlook.

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The road ahead for investors

Dec 04, 2020 |Kelly Bogdanova, Frédérique Carrier, and Jim Allworth

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

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What are the consequences of the growing government debt dilemma?

Dec 02, 2020 |Kelly Bogdanova, and Frédérique Carrier

Governments are awash in debt, with no signs borrowing will let up anytime soon. Is this sustainable? What are the risks for economies and taxpayers?

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Adapting fixed income investment strategies in an ultralow rate world

Dec 02, 2020 |Christopher Girdler, CFA and Mikhial Pasic, CFA

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.

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