Blog

Technologies that mitigate sustainability challenges are likely to see long-lasting waves of growth, creating long-term investment opportunities.

Year 2 of COVID-19 is seeing Europe stumble. We look at what’s delaying the recovery and what the environment means for portfolio strategy.

Jim Allworth and Mark Bayko, members of the firm’s Global Portfolio Advisory Committee, discuss the emergence of new concerns such as inflation, rising bond yields, and stock valuations.

As the U.S. economy reopens, the value segment leads the equity market. We believe five factors will support value’s continued outperformance.

The Fed confirmed that no matter how robust the outlook may be, policy will depend on realized results. Let the reign of a new policy framework begin.

While it will still be a long way back, the recovery is exceeding expectations. We look at where things stand for key regions as they reset growth.

We all have responsibility for getting more Canadians back to work and managing the forces of automation and digitalization. The greater the number of people who participate in Canada’s recovery, the stronger our economy will be.

Fired by a fresh impetus to turn ambition into action, we’re seeing a turning point for this challenge, which should open up investment opportunities.

As the U.S. economic recovery continues, we look at the market forces and Fed policies shaping long-term interest rates.