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Are Treasury yields rising for all of the right reasons?

Apr 06, 2021 |Thomas Garretson, CFA

Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.

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How Canada can thrive in a new global trade landscape

Mar 31, 2021 |Naomi Powell

The world’s supply chains have endured many blows this century: 9/11, the global financial crisis, the Fukushima earthquake, Brexit. But even in that context, the past year stands out.

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And Now the Reset: 9 ways COVID has changed consumers, and business, for the decade ahead

Mar 15, 2021 |John Stackhouse

As the pandemic crosses the one-year mark, its early lessons are proving to have remarkable staying power.

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Can equities tolerate higher bond yields?

Feb 25, 2021 |Frédérique Carrier

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

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Why are yields on the rise, and how could higher yields affect investors?

Feb 18, 2021 |Thomas Garretson, CFA

The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.

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Is a stock market bubble inflating close to a bursting point?

Jan 28, 2021 |Frédérique Carrier

We take stock of the signs of excess in financial markets and look at how to position portfolios through this period.

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More income ahead for fixed income markets?

Jan 14, 2021 |Thomas Garretson, CFA

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

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Why is the U.S. stock market at ease during this time of chaos?

Jan 07, 2021 |Kelly Bogdanova

The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?

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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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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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