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Will the Fed’s inflation fight go too far?

December 16, 2022 |Thomas Garretson, CFA

As the Fed remains hawkish in the face of recessionary warning signs from markets, we look for possible turning points in the year ahead.

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Proof Point: Is Canada becoming a nation of renters?

December 07, 2022 |Robert Hogue and Rachel Battaglia

Burgeoning rentership will put tremendous pressure on our rental stock—already stretched and inadequate in many parts of the country.

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Investing for 2023: We are the hedgehog

December 02, 2022 |Jim Allworth

One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?

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Not a phantom rally in equity markets

December 01, 2022 |Kelly Bogdanova

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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Global Insight 2023 Outlook Regional Focus: Asia Pacific

December 01, 2022 |Jasmine Duan, Nicholas Gwee, CFA & Shawn Sim

As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.

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Global Insight 2023 Outlook: Europe

December 01, 2022 |Frédérique Carrier, Rufaro Chiriseri, CFA, and Thomas McGarrity, CFA

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

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Global Insight 2023 Outlook: Canada

December 01, 2022 |Sunny Singh, CFA and Ryan Harder, CFA

The Canadian economy is likely to slip into recession in 2023, but markets are starting to look past this threat.

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Global Insight 2023 Outlook: The United States

December 01, 2022 |Kelly Bogdanova and Thomas Garretson, CFA

U.S. markets could change course more quickly, and in different ways, than investors might assume.

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