Fixed Income Monthly Monitor – September 2021
Canadian Q2 GDP unexpectedly declined 1.1% (ann.) versus what many expected would be a 2% or better figure.
Global Asset Allocation Team Market Update – September 2021
Global equity markets churned higher in August, even as investors contemplated the fast-spreading delta variant, signs of cooling global growth, accelerating inflation, and the path for monetary policy.
Fixed Income Monthly Monitor – August 2021
The FTSE Canada Universe Bond Index returned 1.03% on the month and continues to narrow the negative YTD performance of the index.
Global Asset Allocation Team Market Update – August 2021
Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.
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.