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Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.
Finding Value Across the Capital Structure: Limited Recourse Capital Notes
Limited Recourse Capital Notes are an evolving segment of the Canadian fixed-income landscape.
Global Asset Allocation Team Market Update – December 2025
Financial markets were whipsawed in November.
The Active Edge: Capturing Mispriced Quality in Global Emerging Markets
Ian Simmons, Senior Portfolio Manager and CJ Morrell, Managing Director, Head of Japan, recently explored why emerging markets are entering a new period of structural opportunity.
Global Asset Allocation Team Market Update – February 2025
Financial markets began 2025 on a positive note following the inauguration of President Donald Trump in mid‑January – even despite his looming threats to impose tariffs on Canada, Mexico, and China.
Global Asset Allocation Team Market Update – March 2025
Risk appetite deteriorated and financial markets were mainly in risk-off mode in February, with mounting risks of a trade war injecting some volatility into the marketplace and weighing on investor sentiment.
Global Asset Allocation Team Market Update – April 2025
The first quarter ended on a softer note, with President Trump’s disruptive trade proposals and mounting stagflation fears driving investors out of risky assets.
Global Asset Allocation Team Market Update – May 2025
In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.