Where we see the most compelling equities opportunities across sectors in 2024.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
In his 2024 outlook, Ashwin Alankar believes a likely Goldilocks economic scenario will result in a favorable environment for financial markets.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
A framework for interpreting economic news for investment decision making.
Why Canadians should invest more globally, and everyone else should invest more in Canada.
Amid a period of higher rates and inflation, European equities could exceed expectations.