two businessmen smiling over financial reports

Has the Fed won the war on inflation?

February 03, 2023 |Thomas Garretson, CFA

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

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looking up at highrise buildings

Do U.S. corporate earnings signal slow growth in 2023?

January 26, 2023 |Kelly Bogdanova

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

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The Meh-conomy & Matterhorn-sized risks: 12 themes for a fragmented world

January 23, 2023 |John Stackhouse

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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water sprays from under runners shoes

Why U.S. small and midcaps are further along on the road to recovery

January 20, 2023 |Kelly Bogdanova

With U.S. equities starting off the year on the right foot, we see six reasons why small and midcaps look more attractive than large caps.

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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mature businessman using laptop in factory

What are the consequences of unusually slow economic growth for equity investing?

January 10, 2023 |Jim Allworth

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing.

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pedestrians at shibuya crossing sunset Tokyo

Global implications of the Bank of Japan’s yield policy shift

January 05, 2023 |Frédérique Carrier

A change can affect more than meets the eye; we take a closer look.

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women checking her rearview mirror

Will the Fed’s inflation fight go too far?

December 16, 2022 |Thomas Garretson, CFA

As the Fed remains hawkish in the face of recessionary warning signs from markets, we look for possible turning points in the year ahead.

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Proof Point: Is Canada becoming a nation of renters?

December 07, 2022 |Robert Hogue and Rachel Battaglia

Burgeoning rentership will put tremendous pressure on our rental stock—already stretched and inadequate in many parts of the country.

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