Hear timely video updates from CIO, Rick Lacaille, on market moves, policy changes and more.
Rick reflects on the market shifts
throughout the year in his last Quick Take video as Global CIO.
Rick discusses the difficult questions investors are facing to maximize returns and control risks in the race to net zero.
Rick discusses recent market activity, the risks and what investors are watching out for.
Rick discusses the UK budget and the implications for investors.
This week, Rick discusses the carbon transition and the race to get to a net zero environment.
Rick discusses long-term inflation uncertainty and how investors could be thinking about it.
Rick discusses the role of investors in decarbonizing the economy.
Rick discusses recent retail trader activity, market volatility and the importance in looking at long-term performance.
Rick shares insight on how the pandemic has been impacting bank results.
Rick discusses Russia from an emerging markets and investment perspective.
Rick discusses financial globalization and the future of the US dollar.
Rick shares an update on the short-term impact and potential long-term value in commodities.
Rick reflects on the performance of the capital markets system in 2020.
Rick discusses dividend futures and what investors might see by 2023.
Rick discusses the lower levels of volatility we’re experiencing, despite high debts.
Rick discusses the global debt increase as a result of the pandemic.
Rick discusses inflation and why investors might not be too concerned.
Rick discusses the cashflow effect and duration effect we’re seeing through investment activity globally as we approach the end of the year.
Rick reflects on recent events and what investors might expect beyond the immediate future.
Rick breaks down macro level data and what investors might start to see across the US, Europe and China.
Rick shares and update on how capital markets are performing and supporting that rescue function.
Rick discusses the complexities of the impact of climate change on the market and how investors might be thinking about the
Rick reflects on inflation concerns over the past 30 years and how looking back might help investors navigate today’s uncertainties.
This week, Rick examines the concept of overshooting the inflation target currently being discussed by the European Central Bank.
Rick discusses emerging countries and the risks associated with deficit financing – a worry for many investors.
Rick Lacaille discusses the importance of looking at China’s
economic environment in terms of recovery from the crisis and as a player on the global stage.
This week, Rick shares thoughts around the growth universe and draws three conclusions.
Rick discusses two developments: the Fed’s announcement and the resignation of Japan’s prime minister – and the impact to investors.
Rick shares thoughts around the “chronic phase” of COVID-19 and economic data pointing to some degree of normalization.
Rick discusses the debt challenges that lie ahead post-pandemic and the importance of thinking differently around solutions.
Rick talks market activity in China and key issues that global investors should focus on as we look to the world post-pandemic.
Rick discusses oil prices and the importance of economic activity coupled with this energy transition.
Rick discusses the investment impact of the back and forth “braking” and “accelerating” amid the pandemic.
Rick discusses assets and opportunities in the current landscape and actions to take in the short and long term.
Rick talks VIX, equity markets, trade challenges between the US and China and the next phase of COVID-19.
Rick discusses emerging market debt in the current market conditions and the implications for investors.
Ricks answers three important questions around the Fed, Vix and German yields.
Rick discusses the actions taken by four women leaders in efforts to draw Europe away from a potential depression.
Rick discusses the implications of China passing the Hong Kong security law and what it means for investors.
Four reasons why bond investors may not be at risk from inflation in the short term, according to Global CIO Rick Lacaille.
Rick explains the importance of understanding the nature of convertibles, debt, equity and capitalization of companies during this crisis.
Rick shares his perspectives on how government actions for the economy are a People’s Bailout, plus the impact they might have on future generations.
Rick shares insights on globalization as a key to lifting developed and developing markets out of this crisis.
Rick shares insights on the recent dramatic oil pricing volatility.
Rick discusses the importance of maintaining a long-term view in the midst of short-term volatility.
Rick discusses his overall take
on market volatility and policy responses since the crisis began in March.
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