Insights
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
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Market Commentaries
February 24, 2020
COVID-19 – Reflationary Train Delayed, Not Derailed
Description: Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation details how financial markets have reacted to the spread of the COVID-19 virus, and shares her thoughts on the near and long term macroeconomic impacts.
Fixed Income
February 12, 2020
3:58
Emerging Market Bonds
Nicolas Vaugeois, Portfolio Manager, Global Asset Allocation, discusses the benefits of investing in emerging market bonds and shares his current underweights and investment ideas for 2020.
Market Commentaries
February 6, 2020
Market Update from the Global Asset Allocation team – February 2020
Just as one source of investor angst faded at the beginning of 2020, another intensified. After simmering trade tensions fueled a blockbuster start to the year, sentiment took a turn for the worse after the outbreak of the Wuhan coronavirus threatened to derail an already-fragile global growth backdrop. The epidemic, and efforts to contain it […]
Market Commentaries
January 6, 2020
Market Update from the Global Asset Allocation team – January 2020
Investors headed towards the end of 2019 in an optimistic mood as two policy risks that were plaguing sentiment throughout the year receded in December, while some nascent signs of a stabilizing global economy also buoyed risk appetite. Of note, the US and China managed to agree on the details of a “phase one” trade […]
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April 15, 2026
Q2 2026 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 – March 2020