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Spread Widening: Opportunity or Threat?
Since the COVID-19 outbreak, credit spreads have widened to levels not seen since the Global Financial Crisis (GFC), as investors are bracing for a severe recession – potentially the worst one since the Great Depression, at least in the view of the International Monetary Fund.
Update – Bond Markets
Nicolas Vaugeois, Portfolio Manager, Global Asset Allocation, gives us an update on bond markets across the world and potential recovery scenarios.
COVID-19 in the U.S. – Historical Point of View
Jonathan Lewis, Chief Investment Officer for Fiera Capital's U.S. division, provides a historical perspective on the current crisis and share its thoughts on its potential impact in the United States.
Market Update from the Global Asset Allocation team – May 2020
In April, sentiment was reinvigorated and risky assets got some much-needed reprieve after the worst meltdown since the global financial crisis. Investors welcomed some tentative signs that the COVID global infection curve may be flattening, which sparked discussions about re-opening the economy.
Out of Darkness Comes Light
The COVID-19 pandemic has been indeed the top story so far in 2020, but the oil price war between Saudi Arabia and Russia has also had a substantial impact on financial markets.
Volatility Overview
Vice President and Senior Portfolio Manager Alexandre Hocquard discusses the volatility during the first quarter and provides us with his outlook for the rest of the year.
Bond to Basics
Following a stellar performance in 2019 with Canadian universe bonds returning almost 7%, at the beginning of the year we were hearing some legitimate concerns that bonds might have lost their appeal — after all, yields were at historic lows, credit spreads were tight, and the North American economy was showing no signs of slowing down.
Canadian Equity Ethical Fossil Fuel Free Strategy
Nicholas Smart, Vice President and Portfolio Manager, Canadian Equities, presents the Ethical Fossil Fuel Free Canadian Equity Strategy.
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.
Bank of Canada – Corporate Bond Purchase Program
Jason Carvalho, Senior Vice President and Capability Specialist, Fixed Income, explains the Bank of Canada's new Corporate Bond Purchase Program and its potential consequences for fixed income investors.