Insights
Inflation and Interest Rates: What’s Next?
We subscribe to the lower-for-long thesis, however we would be remiss not to acknowledge the fixed income sell-off that began the year.
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Fixed Income
May 13, 2021
Fixed Income Monthly Monitor – May 2021
Relatively flat return for the FTSE Canada Index (0.06%) for such an action-packed month. The Federal Government released its first budget in two years and announced an additional $101B of stimulus to be spent over the next three years.
General
May 10, 2021
Inflation and Interest Rates: What’s Next?
We subscribe to the lower-for-long thesis, however we would be remiss not to acknowledge the fixed income sell-off that began the year.
General
May 6, 2021
Global Asset Allocation Team Market Update – May 2021
Investors welcomed the latest wave of robust economic and corporate earnings results, while an accelerating vaccine campaign stoked confidence in the global economic outlook.
Alternatives
Apr 21, 2021
Agriculture’s resilient 2020 paves way for solid 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
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General
May 10, 2021
Inflation and Interest Rates: What’s Next?
We subscribe to the lower-for-long thesis, however we would be remiss not to acknowledge the fixed income sell-off that began the year.
Q2 Investment Outlook & Portfolio Strategy