Markets, economy, stocks, growth, global, fixed income, international, asset classes
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.
The performance of the US dollar significantly diverged from relative rate spreads
The performance of the US dollar significantly diverged from relative rate spreads.
Market sentiment towards the Chinese currency has shifted significantly
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.