Blog

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

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

Markets showed their resilience in the first quarter, despite being rocked by shock waves that few anticipated. Investors began the year feeling largely upbeat. Inflation appeared to be subsiding, and many bet that would lead the Federal Reserve to switch...

Markets are kicking off March with more of what we felt in February; stronger economic growth accompanied by stronger inflation and a higher for longer rate regime…

Howard Marks is the founder and Chairman of Oaktree Capital and he regularly writes letters to Oaktree clients outlining his views on markets and economies. The letters read like Michael Lewis ghostwriting for Warren Buffett; insightful, direct, homespun...

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

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

Please check out our 2023 capital market outlook