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.
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.
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.
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.
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.
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.
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.