Viewpoints about Market volatility
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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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Foresight October 2020: key macro themes and market outlook
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it has changed returns expectations across different asset classes.
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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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To paraphrase James Carville, it’s the equity-centric economy, stupid!
Current market volatility — what led up to it and where it may go, especially with the upcoming U.S. presidential election — is on everyone’s minds when it comes to investing opportunities. We’ve made some adjustments to our model portfolio to take advantage of the volatile markets.
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Taking the team approach
The experience of the coronavirus pandemic clearly confirmed that Canadians are much better prepared to face challenges and make informed decisions when they can trust and rely on the advice of experts. Thankfully, we can only speculate how the situation could have unfolded without the commitment of leading authorities to guide us through such unprecedented circumstances.
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ESG portfolio resilience to social dislocations
Environmental, social, and governance (ESG) investing has emerged as a key method for pursuing portfolio resilience, particularly in the context of proliferating economic and systemic social risks.
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IT couldn’t go on forever
The pause in the equity markets’ ascent over the past couple of days shouldn’t have come as much of a surprise to observers. Given equity valuations, especially within the technology sector, it was only a matter of time that we would see a pullback.
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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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Seeking shelter in stormy seas
Learn how Segregated fund contracts can offer a safe harbour for Canadians worried about volatile markets.
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