Viewpoints about Equities
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Because you asked…Answering more of your top investment questions
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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Valuation? No, its not on thin ice.
Think of equity market valuation as a frozen lake. Valuation can’t indicate how thick or thin the ice is by itself. You need to be able to see what’s supporting that top layer.
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The Paris Agreement as a long-term investment framework
Investors have a vital part to play in ensuring corporations help meet the required reductions in carbon emissions set out by the Paris Agreement and in doing so, can also enhance returns.
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Focusing on the key themes of our 2021 outlook (… and why recent jobs data doesn't matter!)
Any weak economic data reported over the next few weeks won’t really matter to our 12-month investment outlook. Find out why in this Investment Note.
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U.S. core value equity team: 2021 outlook
U.S. core value equity team's outlook in 2021. The team acknowledge that we still have considerable challenges ahead of us, but they continue to firmly believe we will recover from this pandemic.
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Thematic investing acceleration in 2021
Transformative scenarios for 2021 are encouraging an acceleration of capital investment — particularly in environmental, technological, and biotech themes.
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Q1 2021 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.
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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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Why dividends matter — an ode to George redux
Should you invest in equities that pay dividends? We look at how dividend-paying equities could be a good investment in the current economic environment.
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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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