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.
Charles Lefebvre
Vice President and Senior Portfolio Manager
Jason Carvalho
Senior Vice President, Fixed Income, Institutional Markets
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.
Jean-Guy Desjardins
Chairman of the Board and Chief Executive Officer
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
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.
Market Comment
Apr 14, 2021

Q2 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
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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.
Charles Lefebvre
Vice President and Senior Portfolio Manager
Jason Carvalho
Senior Vice President, Fixed Income, Institutional Markets