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To keep investors informed about market shifts, the implications of policy changes and our long-term economic outlook, we have created a hub of timely and actionable insights.
July 20, 2020
Senior Portfolio Manager Jeremiah Holly joins with Senior Economist Simona Mocuta to discuss the global macroeconomic and market outlook for Q3 2020. Find out when we expect a return to GDP growth, the risks we see to the potential recovery, why we believe a selective approach to risk may be warranted in the near team, and much more.
July 27, 2020
Hear timely updates from CIO, Rick Lacaille. This week, Rick discusses oil prices and the importance of economic activity coupled with this energy transition.
This is Part II of a mini-series that looks at the US Presidential Elections. Part III will consider how investors can position their equity portfolio via sector choices in light of upcoming policy shifts.
This is Part I of a mini-series that looks at the US Presidential Elections. Part II will consider the policy trends of a second Trump administration or the alternative Biden administration and its relevance for markets.
Defensive equity strategies with 80:60 characteristics can meaningfully outperform their regional benchmarks
When faced with volatile market activity, keep in mind two key trading best practices.
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