Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.

Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.

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.