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
July 7, 2020
Market Update from the Global Asset Allocation team – July 2020
In June, the unrelenting appetite for risk prevailed and global stock markets continued to grind higher amid optimism for a successful reopening of major economies that are awash with central bank and government support.
Fixed Income
November 11, 2021
Fixed Income Monthly Monitor – November 2021
The Bank of Canada set in motion a wild repricing of Canadian yields as they got undeniably more hawkish at their October meeting.
Market Commentaries
March 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.
Insights
February 27, 2020
Private Equity Sees the Light
This wasn’t the case two hundred years ago, when candlefueled light cost over 325 times more than today’s light does. Light is so essential to our lives that its source has undergone radical innovations – and reinventions – that have improved it radically over the last century and a half.
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Insights
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.
Recession Risk Rising