Insights

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

Unfortunately there are no white papers available at this time. Please check again later.

Q1 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document.

Market Update - January 2021

A tumultuous 2020 came to a close on a positive note...

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…

This Time, It’s Different

Moving into 2021 as a mindful bond investor.

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.

Market Update - October 2020

The end of the summer brought with it a shift in sentiment.

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.

Jackson Hole

The Fed’s new stance on inflation.

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.