Insights

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

Stagflation risks and a likely general election suggest a volatile environment in 2024.

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.