Viewpoints about Coronavirus
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Working from home? Don’t miss out on valuable tax savings
If working from home is your new normal, it could mean savings on your 2020 tax return — or even in years to come, depending on how long you work from home.
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Tax planning in 2020 — COVID-19 considerations
Things Canadians should keep in mind for 2020 tax planning, because of economic problems caused by the COVID-19 pandemic.
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To paraphrase James Carville, it’s the equity-centric economy, stupid!
Current market volatility — what led up to it and where it may go, especially with the upcoming U.S. presidential election — is on everyone’s minds when it comes to investing opportunities. We’ve made some adjustments to our model portfolio to take advantage of the volatile markets.
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Taking the team approach
The experience of the coronavirus pandemic clearly confirmed that Canadians are much better prepared to face challenges and make informed decisions when they can trust and rely on the advice of experts. Thankfully, we can only speculate how the situation could have unfolded without the commitment of leading authorities to guide us through such unprecedented circumstances.
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ESG portfolio resilience to social dislocations
Environmental, social, and governance (ESG) investing has emerged as a key method for pursuing portfolio resilience, particularly in the context of proliferating economic and systemic social risks.
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A(nother) random walk down Pennsylvania Avenue
There are two things that are essentially inevitable every four years, a U.S. presidential election and, not coincidentally, an increase in investors’ questions about how the outcome will impact the financial markets. But does it even matter?
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly in the economics space—COVID-19 might have already shaped the next presidency.
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However you look at it, the loonie is still driven by oil
Is this market on the verge of GAS-ing out? In their latest Investment Note, the Capital Markets Strategy team applies the three stages of general adaptation syndrome to investor responses by looking back at recessionary bear market cycles and recovery rallies that follow.
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Global markets at a key inflection point: six working assumptions
As we enter the second phase of the recovery, growth momentum is likely to stall. We identify key themes that could shape global markets in the coming months.
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Thematic investing believes in the future
Understanding what the future may hold and the financial benefits that could come with it takes more than hope and guessing. It requires research and data that reveal where money is moving, as well as looking at companies’ connections to megatrends — long-term, global, influential trends.
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