Viewpoints about Equities
-
Q4 2020 Market Intelligence
Market Intelligence: quarterly updates that measure key investment markets — including Canadian equities, U.S. equities, international equities, and fixed income — for Canadian investors.
Read more
-
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.
Read more
-
The annoyance of a good example
Every market downturn has been followed by an upturn, and the recent downturn was no different. In a non-recessionary environment, investors who either increase their equity weights or deploy cash are often rewarded when markets correct.
Read more
-
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.
Read more
-
IT couldn’t go on forever
The pause in the equity markets’ ascent over the past couple of days shouldn’t have come as much of a surprise to observers. Given equity valuations, especially within the technology sector, it was only a matter of time that we would see a pullback.
Read more
-
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?
Read more
-
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.
Read more
-
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.
Read more
-
Is this market on the verge of GAS-ing out?
As we look back at prior recessionary bear market cycles and the recovery rallies that follow, we can clearly identify the three stages of general adaptation syndrome and the characteristics that define them.
Read more
-
Exchange Traded Funds Taxation: Déjà vu all over again
Exchange-traded funds are taxed similar to mutual fund trusts, but are generally more tax-efficient. Here's what you need to know.
Read more