Recap 2020, Outlook 2021
The recent shift towards value stocks
Gold Bull Markets - 2020 vs 2011
Sustainability Standards: Spotlight on SASB
Enhancing Fixed Income Solutions
Q4 Investment Outlook
2020 for Canadian small caps
Favouring high credit quality within high yield
Active and Strategic Fixed Income Team - Strategy Update
Annual Jackson Hole Economic Policy Symposium
Information Technology Update
Highlighting Constellation Software
The 2020 Gold Rush
Sustainable & Impact Global Equity Strategies
Volatility Overview - Q2 2020
Canadian Energy Sector Update
Canadian Debt: From AAA to AA+
The Federal Reserve Corporate Bond Purchase Program
Credit Spotlight: Financials and COVID-19
Equity Market Rally - Explained
Bank of Canada - Corporate Bond Purchase Program
Canadian Equity Ethical Fossil Fuel Free Strategy
Volatility Overview
COVID-19 in the U.S. – Historical Point of View
Update - Bond Markets
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Q1 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document.
ESG Everyday: A Framework for Fixed Income Portfolios
The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.
Global Asset Allocation 2021 Outlook
The global economy continues to heal, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as COVID-19…
Market Update - December 2020
Optimism flourished in November and global equity markets soared to new highs
Private Alternatives Outlook 2021: The New Normal?
Unprecedented. Extraordinary. Uncertain.
Market Update - November 2020
In October, investors turned decidedly cautious ahead of the pivotal U.S. election.
Q4 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document.
Conviction Versus Quantity — Examining the key drivers of risk, returns and diversification in equity portfolios
Examining the key drivers of risk, returns and diversification in equity portfolios.
A Strategy for all Seasons
While it may not be as clear as leaves falling off trees in Fall, seasonality still exists in the bond market.
Global Financial Forecast 2020-2025
Read our latest Global Financial Forecast to learn more on what to expect from the markets in the next 5 years.
Exploring Non-Traditional Income
We review the implications of today’s ultra-low yield environment and the changing opportunity set in private markets.
Limited Recourse Capital Notes: a present for preferred share investors
Preferred shares, contrary to the other traditional fixed-income asset classes, are appealing for their upside potential in rising rate environments.
Market Update - September 2020
The fastest bear-market recovery in history showed little sign of wavering in August. Investor optimism remained.
Market Update - August 2020
In July, risk appetite was underpinned by further signs of a revival in global growth
Don't Fight the Fed
Humble fund managers must accept the need to choose one's battle, and to know when they're outmatched.
Market Update - July 2020
In June, the unrelenting appetite for risk prevailed and global stock markets continued to grind higher amid optimism.
Money in the Bank (of Canada)
In April, the Bank of Canada announced that it would launch both a $50-billion Provincial Bond Purchase Program and a $10-billion Corporate Bond Purchase…
Market Update - June 2020
Investor optimism flourished for a second straight month in May and risky assets maintained their resilience on speculation that global growth will recover…
Good Governance. Greater Returns.
Good Governance. Greater Returns.
Why corporate governance is the key to an ESG-friendly portfolio.
Bond to Basics
Why fixed income has been and continues to be important in investor portfolios.
Out of Darkness Comes Light
When investors are blinded by darkness, we prefer to build a position as the crisis evolves, and wait for the market to see the light.