The performance of the US dollar significantly diverged from relative rate spreads
Investors are beginning to gravitate to global real assets—real estate, infrastructure, transport and natural resources
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
The insurers' moment: Credit lending after the crisis
A strategic framework for building a private credit portfolio
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Factor investing through the cycle
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.