Insights

Global Asset Allocation 2021 Outlook

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
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

Market Update from the Global Asset Allocation Team – 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 also emboldened calls for a rapid recovery through 2021.
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
Fixed Income
Mar 29, 2021
4:40

Canadian Yield Curve Overview

Description: 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 5, 2021

Market Update from the Global Asset Allocation Team – March 2021

The reflationary trade gathered some notable momentum in February as investors braced for massive US fiscal spending, which emboldened calls for a sharp revival in growth as global vaccinations accelerated and coronavirus infections receded.
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
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Most Popular

ESG/Responsible Investing
May 21, 2020

Good Governance. Greater Returns.

Environmental, Social and Governance (ESG) issues are taking a larger place in investor mindsets of late. As the Green Revolution takes hold, corporations’ roles in protecting our planet has driven their environmental practices to the forefront.
Nadim Rizk
Senior Vice President and Lead Portfolio Manager, Global Equities