MD Market Updates
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Fall 2018 Market Outlook: Expect Continued Growth, but Volatility Is Back
Key take-aways:• We expect to see continued growth in the global economy.• Geopolitical risks are topped by a China–U.S. trade clash.• Interest rates are gradually resetting to historical...
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Summer 2018: MDPIM Emerging Markets Equity Pool update
Recent performance has been challenging for emerging market equites and the MDPIM Emerging Markets Equity Pool. It’s important to remember volatility is not uncommon for this asset class. Over the...
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Summer 2018: MD Stable Income Fund update
MD Stable Income Fund aims to provide diverse, stable income to unit holders. Holdings include mortgages that can provide elevated income, fixed income diversification and reduced volatility.
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Summer 2018: Policy maker influence
Policy makers maintain their influence and we continue to watch geopolitical events unfold. International trade has captured headlines at this time, but global growth has not been derailed.
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Summer 2018: Tactical asset allocation
While we favour equites over fixed income overall, we see opportunities in the U.S., Germany, France and Japan. We are currently underweight Canada, the U.K., Switzerland and Australia. As...
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Summer 2018: Fund and portfolio update
Overall fund performance has been strong year-to-date and over the past 12 months but there have been some challenges: rising interest rates have challenged fixed income returns and growth style...
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Summer 2018: Macroeconomic review
We continue to favour equities over fixed income at this time—financial market conditions remain stable, the global economy continues to grow and corporate earnings are strong across geographies...
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Summer 2018: Quarterly market update
Key Takeaways The global economy continues to grow Strong economic data continues to push rates higher Prospect of all-out China-U.S. trade war looms Global economic growth has continued...
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Q1 2018 Global Investment Viewpoint
After strong start to the first quarter of 2018, market volatility made a comeback. We don’t expect this to be the end of the bull market, but we do expect more volatility in the weeks and months...
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Quarterly Investment Review and Outlook: Q1 2018
Key takeaways: Market volatility makes a comeback after 15 months of calm Global economic growth slows but remains solid Central banks’ inflation targets appear within reach From nuclear...
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Q1 2018 Message from the President and CEO
The first quarter of 2018 was a tale of two markets. January brought more of the same steady equity market growth that we experienced throughout 2017. The S&P 500 Index had one of the best...
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Budget 2018: Highlights for Physicians
The 2018 federal budget (Budget 2018) was tabled on Tuesday, February 27, by Finance Minister Bill Morneau. Below are the highlights that are directly relevant to our physician clients. Tax...
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Q4 Global Investment Viewpoint
Equity markets ended 2017 on a high note as most major stock indices posted strong returns. As we enter 2018, we continue to see synchronized global economic growth, healthy corporate profits and...
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Message from the President and CEO
Much like the third quarter of 2017, this past quarter brought more than its share of headline-worthy events. The nuclear tension between the U.S. and North Korea seems to have become weekly news....
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Quarterly Macroeconomic Overview and Outlook: Winter 2018
Key takeaways: Synchronized global growth lifted equity markets around the world Corporate earnings rose across regions and sectors, continuing the positive trend Low inflation helped to...
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Fund Spotlight: MDPIM US Equity Pool
Bullish U.S. investors look set to extend their eight-year run Key takeaways: Surging stocks still offering fair value U.S. tax reforms well received by markets Access to varied investment...
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Q3 Global Investment Viewpoint
Throughout the third quarter and moving into the fourth, our focus remains on policy makers and the business cycle. We’ve seen central banks trying to figure out how and when to raise interest...
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Fall Economic Statement: Highlights for Physicians
Finance Minister Bill Morneau tabled the federal government’s 2017 fall economic statement on October 24. The fiscal and economic update generally reflected Canada’s strong economic growth in the...
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Message From the President and CEO
Over the past few months, it may have seemed as though news headlines were dominated by natural disasters, geopolitical turmoil and other challenges. But I believe there was some good news as...
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Quarterly Macroeconomic Overview and Outlook: Fall 2017
Key takeaways: Synchronized economic expansion should support equity performance. Interest rates are on the rise, but a recovery in bond yields will take time. Expect the U.S. dollar to...
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