Insights

2023 Sustainable Investing Report
We are pleased to share with you our 2023 Sustainable Investing Report, which highlights some of our sustainable investing activities and accomplishments over the past year.
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Other Insights
Tariff Announcements: Update with Jean-Guy Desjardins & Candice Bangsund
In response to the recent and ongoing tariff announcements, Jean-Guy Desjardins and Candice Bangsund share their perspectives and analysis on their potential impacts on the global economy. Filmed on April 9, 2025.
Global Asset Allocation Team Market Update – March 2025
Risk appetite deteriorated and financial markets were mainly in risk-off mode in February, with mounting risks of a trade war injecting some volatility into the marketplace and weighing on investor sentiment.
Global Asset Allocation Team Market Update – February 2025
Financial markets began 2025 on a positive note following the inauguration of President Donald Trump in mid‑January – even despite his looming threats to impose tariffs on Canada, Mexico, and China.
A New Regime: Insurance Investment Strategies in 2025
Consult our latest whitepaper for insights on the evolving economic and regulatory environment faced by insurers, and how investment strategies can be reassessed to adapt to this new context.
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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.
Global Asset Allocation Team Market Update – April 2025