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.
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.
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.
General
Mar 4, 2021
Market Update from the Global Asset Allocation Team – March 2021
The reflationary trade gathered some notable momentum in February.
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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.
Q2 Investment Outlook & Portfolio Strategy