Insights

Global Asset Allocation Team Market Update – July 2021

General
Jul 9, 2021

Sentiment wavered somewhat in June, with growing optimism on the reopening and the recovery at odds with fears about the emergence of the highly-transmissible delta variant.

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Jean-Guy Desjardins
Chairman of the Board and Chief Executive Officer
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Market Update from the Global Asset Allocation Team – June 2021

General
Jun 4, 2021

Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.

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Jean-Guy Desjardins
Chairman of the Board and Chief Executive Officer
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Market Update from the Global Asset Allocation Team – May 2021

General
May 7, 2021

The second quarter got off to a roaring start. Investors welcomed the latest wave of robust economic and corporate earnings results, while an accelerating vaccine campaign stoked confidence in the global economic outlook.

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Jean-Guy Desjardins
Chairman of the Board and Chief Executive Officer
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

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