The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The potential political, macro and credit risks insurers may want to address in 2019.