Viewpoints about Equities
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Elevated market valuations mean greater risks? Not necessarily …
Valuation can tell us a lot about the equity markets but not necessarily if a correction may happen soon. Looking for a market meltdown may be too pessimistic.
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How middle market research is fund’s secret sauce ahead of reopening
Conrad Dabiet, Senior Portfolio Manager at Manulife Investment Management, on how his team’s investment philosophy has enabled them to better navigate numerous market crises.
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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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Economic growth, inflation, earnings — defining the 2021 markets
Did we just get a year of market movement in a single quarter? Economic reopening, inflation, and earnings growth may be defining the markets for 2021.
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Canadian equities: facts and future
The Canadian economy is changing, and the TSX needs to adapt. We examine which sectors will be helped or hindered by changing investor appetites, and what the TSX of the future may look like.
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One year into the equity bull market!
What a year it has been! Some feel the reflation trade in the equity markets may be over, but we believe long-term bonds and equity markets could move higher.
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A multifactor ETF investing approach for mid cap stocks
A multifactor investing approach in an ETF structure may make sense for mid cap stocks due to their unique characteristics, opportunities and challenges.
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Where to focus in 2021—a year of recovery across emerging markets
The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.
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Market volatility and ETF trading tips
ETF investors can better navigate volatile markets by keeping a few basic principles in mind, including resisting the urge to panic-sell.
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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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