Insights

Following recent signs of weakening labour market conditions in Canada and the U.S., central banks in both countries decided to reduce their benchmark interest rates, resuming monetary easing cycles that had been on hold amid uncertainty in the broader...

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

September has historically been a weaker month for stocks. While economic data continues to show soft momentum, positives earnings reporting and the prospect of future monetary easing in the U.S. have shored up confidence and lifted many major global...

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Despite ample reasons for pessimism this year, the global economy and markets have largely exceeded expectations. This has sharpened attention on corporate financial results and guidance, as investors look for insight on how firms are navigating a more...

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.