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.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.
Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.
Is it time for small caps to shine? Our experts discuss.
Why Canadians should invest more globally, and everyone else should invest more in Canada.
Three habits bond investors can adopt as they seek better risk-adjusted returns.