Kate Moran and Julie Angus

Ocean economy: The next frontier in Canadian innovation

Aug 11, 2020 |John Stackhouse

With the world's longest ocean coastline, Canada is surrounded by a remarkable resource, one that binds global environmental and business interests in innumerable ways.

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Big Tech is driving the market’s gains: What does this mean?

Big Tech is driving the market’s gains: What does this mean?

Aug 07, 2020 |Kelly Bogdanova

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

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The outlook for gold prices in a volatile world

The outlook for gold prices in a volatile world

Aug 04, 2020 |Richard Tan

Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends.

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What should investors expect from the U.S. elections?

What should investors expect from the U.S. elections?

Aug 04, 2020 |Jim Allworth and Kelly Bogdanova

Our overview of plausible U.S. election outcomes highlights the checks and balances that could limit the impact of politics on financial markets.

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How long will the economic recovery take?

Jul 31, 2020 |Kelly Bogdanova

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

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Investor trends: Is telemedicine the way of the future?

Jul 29, 2020 |Gopa Nair, CFA

As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.

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Are preferred shares right for your portfolio?

Are preferred shares right for your portfolio?

Jul 24, 2020 |Thomas Garretson, CFA

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

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Audio commentary: Reversal of fortunes for Canadian preferred share market

Jul 20, 2020 |Mikhial Pasic and Chris Girdler

Mikhial Pasic & Chris Girdler discuss developments in the Canadian preferred share market; outlining why there might be more room for positive preferred share performance.

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How much does the president influence financial markets?

How much does the president influence financial markets?

Jul 16, 2020 |Kelly Bogdanova

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

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Why investors shouldn’t be spooked by Q2 earnings

Why investors shouldn’t be spooked by Q2 earnings

Jul 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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