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Global Financial Forecast 2020-2027
Since 2008, the economy and financial markets have been driven by extraordinary actions from central banks, a thirst for yield, falling productivity and a prolonged expansion characterized by very low inflation. We continue to expect the next seven years to be driven by a return to normality in central bank activities and productivity. Demographics should […]
The Debt Canary
In the fourth quarter of 2019, there were 35,155 consumer insolvency filings, according to Canada’s Office of the Superintendent of Bankruptcy. That’s the highest since 2010 and about 5,000 shy of the record reached in the third quarter of 2009. For the full year, over 137,000 Canadians declared bankruptcy, 9.5% more than the previous year […]
Fear vs Fundamentals: Redux
We are well into earnings season for the final quarter of 2019, but one could be forgiven for not noticing. After all, Coronavirus fears and the accompanying environment of heightened uncertainty have stolen the headlines.
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.
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.
The COVID-19 spread
The Federal Reserve got the ball rolling with an emergency cut of 50 bps on Tuesday while the Bank of Canada followed with a 50-bps cut of its own the day after. Even the ECB announced that it stood ready to take necessary measures to collaborate in this concerted effort. Even though these rate cuts […]
Market Update from the Global Asset Allocation team – March 2020
Investor anxiety morphed into panic in February. Financial markets were rattled by the latest headlines around the novel coronavirus, with investors attempting to gauge the severity of the widening epidemic and the implications for global growth.
Carbon Footprint in your Portfolio
Vincent Beaulieu, Senior Analyst, CIO Office, explains the investment risks of your portfolio's carbon emissions, as well as why and how to monitor them.
Current Situation
COVID-19 is now present in over 100 countries and has officially been declared a pandemic by the World Health Organization. At this juncture there is still no vaccine and the expectation is that one is unlikely to be developed in the immediate future.
COVID-19 – Market Update
Description: Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation talks about the latest turmoil in financial markets as well as their outlook and strategy looking forward.