The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

December 19, 2024 |Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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U.S. productivity renaissance

U.S. productivity renaissance

December 12, 2024 |Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Global Insight 2025 Outlook executive summary: Beyond the horizon

Global Insight 2025 Outlook executive summary: Beyond the horizon

December 06, 2024 |The Global Portfolio Advisory Committee
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...
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Video: What investors can expect in 2025

Video: What investors can expect in 2025

December 03, 2024 |Global Insight

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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