Viewpoints about Market outlook
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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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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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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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How likely is food price inflation?
Investors haven’t worried about food price inflation for years. Is that likely to change soon? We examine which economies are most likely to be affected.
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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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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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