Insights
The Role of Private Alternatives in Hedging Inflation
How do institutional investors manage inflation risk? Our team explores the use of private alternative investments in an inflationary environment.
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Alternatives
Oct 20, 2021
The Role of Private Alternatives in Hedging Inflation
How do institutional investors manage inflation risk? Our team explores the use of private alternative investments in an inflationary environment.
Fixed Income
Oct 14, 2021
Fixed Income Monthly Monitor – October 2021
The taper is coming. In what many expected to be the beginning of the end, the Fed signaled at the September FOMC meeting tapering could begin before year end.
General
Oct 6, 2021
Global Asset Allocation Team Market Update – October 2021
After an extended period of calm, volatility resurfaced in September.
Fixed Income
Sep 14, 2021
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.
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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.
Q4 2021 Investment Outlook & Portfolio Strategy