Viewpoints about Market outlook
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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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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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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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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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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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Global economic outlook: the rise of macro disruptors
Discover the four key themes that could shape 2021 and six macro disruptors that could redefine the way we understand the global economy.
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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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Global Macro Outlook—a year of two halves
The divergence between the global manufacturing sector and the global services sector looks set to become more pronounced in the first half of 2021. Find out why.
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What do above average investment returns have to do with contract years?
The VIX Index broke above 30 in the last week of October 2020. What does this mean for potential forward returns? Our team says it could indicate a change.
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