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.