Insights

Market Update from the Global Asset Allocation Team – March 2021

General
Mar 5, 2021

The reflationary trade gathered some notable momentum in February as investors braced for massive US fiscal spending, which emboldened calls for a sharp revival in growth as global vaccinations accelerated and coronavirus infections receded.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Is the Bond Market Getting Ahead of Itself?

Fixed Income
Feb 15, 2021

The shape of the yield curve has changed significantly over the past six months.

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Jean-Guy Mérette
Vice President and Portfolio Manager, Fixed Income

Market Update from the Global Asset Allocation Team – February 2021

General
Feb 5, 2021

Global equity markets lost some steam in January, with the MSCI All Country World slipping 0.5% during the month. Regionally speaking, developed markets assumed the brunt of the weakness and underperformed their developing counterparts. Both the S&P 500 and the MSCI gauge of international equities shed 1.1%, while the S&P/TSX slid more modestly (-0.6%). By […]

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Market Update from the Global Asset Allocation team – January 2021

General
Jan 11, 2021

A tumultuous 2020 came to a close on a positive note amid optimism that the distribution of safe and effective vaccines will revitalize the economy in 2021.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

ESG Everyday: A Framework for Fixed Income Portfolios

ESG
Jan 6, 2021

The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.

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Philippe Ouellette
Vice-President and Senior Portfolio Manager, Fixed Income
Jason Carvalho
Senior Vice President, Fixed Income, Institutional Markets