December 14, 2023
Topics: Economic news, Portfolio Managers
Bonds with a longer maturity were the clear winners, especially in Canada and Global equity markets saw a positive trend in November, driven by declining inflation rates in the US and other key regions.
December 8, 2023
Topic: Economic news
The global economy continues to slow and inflation has eased further. This is why the Governing Council decided to hold the policy rate at 5%.
December 6, 2023
Topic: Economic news
Whether the U.S. economy enters a recession in the next few months remains an important, if not crucial, anchor for any investment strategy. Pleasantly surprised by the resilience of the U.S. economy, this edition highlights a few reasons that underlie the recent “American exceptionalism”.
November 9, 2023
Topics: Economic news, Portfolio Managers
While fixed income and equities saw a notable decline due to negative market sentiment, in the U.S., the rise in the S&P 500 index was primarily fuelled by the Information Technology sector, comprising 28% of the index.
