Viewpoints about Fixed income
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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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The role of recency bias on market acceptance of higher inflation and yields
What’s more important: where we’ve come from or where we’re going? Has recency bias affected perception of inflation rates and U.S. Treasury yields? Let’s see …
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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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Four types of risk in global fixed income
Risk management is an essential skill of experienced fixed-income managers and the key to seeking income and preserving wealth for investors regardless of the market cycle.
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The inflation train is about to leave the station
Should bond and equity investors pay attention to long-bond yields and their reaction to inflation over the coming months? We say, “Yes.”
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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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The case for core: fixed-income investing in an era of yield scarcity
The most surprising aspect of the bond markets over the past year wasn’t how badly things fell apart—it was how quickly they recovered. We take a closer look at the role core and core plus strategies can play in an era when the “easy money” has already been made.
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The rise of the yield curve
The 10-year U.S. Treasury yield curve is steepening, and we could see higher and sustained inflation through 2021. What does this mean for fixed-income investors?
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Predicting the future isn’t a winning investment strategy
Remove the guesswork of timing the market. Consider dollar-cost averaging.
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Looking at the big picture
Understanding environmental, social and governance (ESG) integration in investing. You may have heard of the term ESG integration, but what does it mean in practice?
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