Global Insights

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

Central banks’ inflation targets are in sight, but not all price trends have normalized. Inflation isn’t the headache it was, but investors should keep it in mind in their asset allocation decisions.