Viewpoints about Market outlook
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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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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.
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Promises, promises
When it comes to the markets or the economy, presidents get far too much credit when things go well and likely too much blame when things go poorly.
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How should investors approach the upcoming U.S. election?
Uncertainty typically spikes in the lead up to the U.S. election. Our Global Chief Economist Frances Donald identifies key themes that investors should be monitoring.
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Global Macro Outlook—Navigating a slowing recovery
Uncertainty returns as the recovery stalls and geopolitical tensions rise. Our macroeconomic strategy team examines themes that could influence the markets in the coming months.
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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?
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Global markets at a key inflection point: six working assumptions
As we enter the second phase of the recovery, growth momentum is likely to stall. We identify key themes that could shape global markets in the coming months.
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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.
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Because you asked: COVID-19 edition
The Capital Markets Strategy team answer your top investment questions as we head into the second half of 2020.
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The three stages of the global economic recovery
A recession unlike any other is followed by an economic recovery that’s just as unconventional—one that kicks off with a bang, only to moderate over time.
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