MD Market Updates

Spring 2019: Improving and modernizing our portfolio strategy

Craig Maddock and Mark Fairbairn, VP and AVP or Investment Management and Strategy at MD discuss the latest updates to our portfolio strategy.

Spring 2019: Fixed income is still important

Assistant Vice Presidents with the IMS team here at MD, chat about the evolution of MDs fixed income solutions and the opportunities that investors should be excited about.

Spring 2019 market outlook: Stock market rebound puts the focus back on the global economy

Global equity markets made a comeback the first quarter of 2019, rebounding from 2018 losses. Read what to expect next, in commentary by the Investment Management and Strategy team at MD Financial.

Federal Budget 2019

The 2019 federal budget (Budget 2019) was tabled on Tuesday, March 19, by federal Finance Minister Bill Morneau.

Winter 2018/2019: Macroeconomic review

While risks have risen globally, we still expect equities to outperform bonds in 2019. Positive earnings growth and continued strength in the global economy should remain supportive for equity markets

Winter 2018/2019: Why Is Everyone Always Talking About The Yield Curve?

Please join Marija Majdoub, Vice President with the Investment Management and Strategy team here at MD as she chats with Ian Taylor, Assistant Vice President about the yield curve—what it is, why it’s

Winter 2018/2019 market outlook: Seeing opportunities in 2019

Market volatility has returned, causing global markets to finish lower in 2018. We believe this end-of-year sell-off was overdone.

Investment Podcast: The way Walter Scott & Partners Ltd. invests

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...

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...

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.

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.

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...

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...

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...

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...

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...