Viewpoints about Asset allocation
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Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
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Three-minute macro: real rates, real concerns
Real rates are on the rise, which may create problems for equity investors, while COVID-19 may exacerbate inequality issues. Read more.
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Macro investment themes: China's recovery, a Fed that's on hold, and vaccine rollouts
Our macroeconomy strategy team identifies the key macro investment themes that could shape the financial markets in the coming months.
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Ten questions on Modern Monetary Theory
Modern Monetary Theory is not new but is in the limelight as government spending rises amid the pandemic
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Answers to your top investment questions… because you asked
The Capital Markets Strategy team answer some of the economic and investment questions they’ve been asked during the COVID-19 pandemic.
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Managing volatility with the cash wedge strategy
Learn how the cash wedge investment strategy can offer a safe harbour for Canadians worried about volatile markets.
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Three-minute macro – February 2021
Speed of vaccinations is a factor in the reopening, but we’re also closely watching manufacturing activity in China.
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Capital Markets Strategy team 2021 outlook — the rapid reopen
Will the investment environment get better or worse in 2021? How will the markets perform during the next year as we enter the rapid reopen environment?
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Foresight October 2020: key macro themes and market outlook
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it has changed returns expectations across different asset classes.
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ETF strategy for long-term investors: focus on portfolio construction, not factor timing
Multifactor ETFs help diversify core US equity portfolios and help investors keep a long-term perspective.
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