Market outlook
-
Today's market downturn: big bear or baby bear?
Not all bear markets are the same. According to historical data, bear markets that took place against a recessionary backdrop typically saw a steeper market sell-off than those that didn't take place during a recession. Find out more.
Read more
-
Time to deliver: Three-minute macro
Delivery times for products are improving, which should help ease inflation pressures. But an hawkish Bank of Canada has us keeping an eye on the housing market, while we think the European equity market is underpricing risk in the region.
Read more
-
After four interest-rate hikes, what will the Fed do next?
The U.S. Federal Reserve has signaled that it's shifting toward a data-dependent approach to setting interest rates. Does this mean that U.S. interest rates could start falling soon?
Read more
-
Global economic outlook: storm clouds gather
Concerns about the global economy mount on the back of aggressive rate hikes amid persistent inflation. To what extent are these fears valid?
Read more
-
Under pressure: Three-minute macro
This month, we note that the equity risk premium isn’t indicating a growth slowdown in the near future (despite our views to the contrary), while also cautioning that fewer people may be heading back to the office than we suspect many are hoping for. Finally, we look at how the Federal Reserve's aggressive policy trajectory might affect Asia.
Read more
-
Market outlook—changing expectations
Growing uncertainty as a result of rising interest rates, inflation, and ongoing supply chain disruptions has hurt market sentiment. How might recent development affect expected returns for risk assets?
Read more
-
Three strategies to prepare portfolios for a late-cycle economy
With rising rates, high inflation, and slowing growth, this is shaping up to potentially be one of the shortest economic cycles in history. We take a closer look at three strategies that savvy investors can use to prepare their portfolios for a late-cycle environment.
Read more
-
Will the Fed's approach to interest-rate hikes trigger a recession?
Concerns about recession risks are rising amid seemingly persistent inflation and rising interest rates. Find out to what extent these fears are warranted.
Read more
-
Slowing growth and souring sentiment—how to survive a bear market
Major stock indexes flirt with bear market territory as concerns about U.S. growth mount. How should investors act in the face of uncertainty?
Read more
-
Rising rates and real estate: Three-minute macro
A hawkish BoC should have Canadian homeowners on watch as interest-rate rises will likely eat into their purchasing power. We also break down why green energy stocks are underperforming this year and why stagflation is such a scary word.
Read more