Insights

Market Update from the Global Asset Allocation Team – April 2021

General
Apr 8, 2021

The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US also emboldened calls for a rapid recovery through 2021.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

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

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

Global Asset Allocation 2021 Outlook

Global Markets
Dec 18, 2020

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation