COVID-19 In Canada: A Conversation with Dr. Gigi Osler

No one has been untouched by the global pandemic and there remains much uncertainty on the way forward for us. Dr. Gigi Osler joins my colleagues and I, to share the facts and dispel the myths that surround COVID-19 in Canada, while providing insight into what to expect going forward.

Along with being a busy ENT (Otolaryngology-Head and Neck) surgeon in Winnipeg, Dr. Osler is an Assistant Professor at the University of Manitoba and has helped train numerous medical students and residents.

Some of her current, local, provincial, and national medical leadership positions include:

2018-19 President of the Canadian Medical Association

Past Chair of the Physician Health and Wellness Committee and past Chair of the Section of Otolaryngology for Doctors Manitoba

Recipient of the 2017 Health or Safety Promotion Award from Doctors Manitoba

Shaking up corporate Japan

Shaking up corporate Japan

February 22, 2024 |Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

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

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Are banks facing a real estate reckoning?

Are banks facing a real estate reckoning?

February 08, 2024 |Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

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Growth stocks regained investors’ love in 2023

Growth stocks regained investors’ love in 2023

February 07, 2024 |Lindsay Strickland

After growth stocks brought heartbreak in 2022, the growth style of investing was at the top of the leaderboard in 2023. Can the rebound continue?

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The death of (traditional) value

The death of (traditional) value

February 07, 2024 |Kyle Bergacker, CFA

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

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When a Fed push results in a market shove

February 02, 2024 |Thomas Garretson, CFA

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back. Pricing suggests markets are concerned that if the Fed waits too long to cut rates policymakers will only have to cut them more.

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Shipping risks underestimated?

January 25, 2024 |Frédérique Carrier

With the Suez and Panama Canals operating below capacity, global shipping costs are climbing. We explore the corporate highs and lows from the situation and those that may benefit and those that may lose out.

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Can small-cap equities go the distance?

January 19, 2024 |Kelly Bogdanova

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

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Have bonds rallied too far, too fast?

January 12, 2024 |Thomas Garretson, CFA

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

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Global Insight 2024 Outlook highlights: Bonds are back

January 11, 2024 |Frédérique Carrier

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

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