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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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.
General
Apr 8, 2021

Global Asset Allocation Team Market Update – April 2021

The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US.
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
Fixed Income
Mar 29, 2021
4:40

Canadian Yield Curve Overview

Jean-Guy Mérette, Vice President and Portfolio Manager, Active and Strategic Fixed Income Team, talks about the Canadian yield curve, and shares the team's strategy to navigate this environment.
Jean-Guy Mérette
Vice President and Portfolio Manager, Fixed Income
General
Mar 4, 2021

Market Update from the Global Asset Allocation Team – March 2021

The reflationary trade gathered some notable momentum in February.
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
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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