Fixed Income Monthly Monitor – July 2021
The Government of Canada curved experienced its second significant repricing of the year resulting in a flatter profile.
Q3 2021 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.
Global Asset Allocation Team Market Update – July 2021
Sentiment wavered somewhat in June, with growing optimism on the reopening and the recovery at odds with fears about the emergence of the highly-transmissible delta variant.
Fixed Income Monthly Monitor – June 2021
Inflation is here, the question is how long will it stay?
Global Asset Allocation Team Market Update – June 2021
Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.
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.