Insights

Market Update from the Global Asset Allocation team – December 2020

General
Dec 7, 2020

Optimism flourished in November and global equity markets soared to new highs after some encouraging reports of progress on the vaccine-front, which raised the prospect for an end to the pandemic and emboldened expectations for a rapid recovery in growth.

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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 – 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 – 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 – 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