Why Canada’s housing and household debt risks remain contained
Canadian households carry notoriously high levels of debt. But when considering the income side as well, the picture reveals that risks remain contained, explains MD's Rachael Moir.
Why I think Canada will avoid a recession next year and the loonie will outperform
While the risk of a U.S. and global recession has increased, Canada should avoid a downturn in 2020.
The loonie should outshine its G10 counterparts over the next 12 months, says MD's Rachael Moir.
Why it’s nearly time to reduce exposure to longer-term bonds
With no recession in sight and global growth turning around, investors should prepare for a yield curve steepening, says MD's Rachael Moir.
Why Canada could be a good hedge for investors believing a global recession looms
Canada could outperform other developed economies amid a slowing global and continue to beat economists’ expectations about domestic growth. Rachael Moir, Quantitative Investment Analyst, explains why
Why I am not turning bearish on the U.S. dollar and the euro
In a race to the bottom for both interest rates and currencies, U.S. President Donald Trump and the European Union are nominating personalities openly supporting easy monetary policy to join the Fed a
Concerns about slowing U.S., Canada economy are valid but overdone
Fears of a recession are widespread. But Rachael Moir, Quantitative Investment Analyst, explains why we think growth expectations, and therefore the U.S. 10-year yield, will rebound over the second ha
Staying patient: Why interest rates won't move in 2019
Canadian equities: Hitching a ride on a strong U.S. economy and a rebounding China
Canadian equities climbed to new highs shrugging off recent negative news. After being underweight for 21 months, Rachael Moir, Quantitative Investment Analyst, explains what we think about equities.
Chinese growth has slowed and the rest of the world with it
While China isn't at risk of losing its leading position among global economies, Chinese growth is slowing down. As policymakers in China address the slowdown, other countries are also feeling the eff
What the heck is up (or down) with oil prices?
We look at some of the factors behind the sharp plunge in crude oil prices, to identify the risks and opportunities as investors.