Global Insights

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Find out three ways U.S. debt can affect Canada.

Find out what’s in store for equity markets, bonds and more.

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.