Knowledge Centre

Investment Review

Q2 2020
There are increasing signs that the collapse in economic activity caused by the COVID-19 pandemic has bottomed out and a recovery is underway. The fact that markets have generally picked up from April’s lows is great news. Still, while the slump seems to have bottomed out, the recovery is likely...
Q1 2020
2020 got off to a pretty good start. The long anticipated signing of the trade agreement between China and the U.S. took place while leading indicators and the inventory cycle signaled that the global economic environment was improving. In the second half of January however, concerns over the COVID-19 outbreak...
Q4 2019
2019 was a dynamic and unpredictable year. It ended with a triumphant, broad-based rally on a scale not seen in quite some time. Rarely has everything worked simultaneously like it did last year; large and small cap stocks, developed and emerging market stocks, bonds, commodities and real estate — all...
Q3 2019
The stock market’s summer doldrums are over and the start of the historically best quarter of the year is upon us. Of course, the market’s wall of worry is still quite high due to issues such as the lingering U.S./China trade war, general pessimism about the global economy, political turmoil...
Q2 2019
The first half of 2019 was terrific for financial markets regardless of whether you were a stock or bond investor. Over the second quarter global stocks rose modestly after an outstanding first quarter despite signs of slowing growth in Europe and Japan, deteriorating trade relations and the prospect of rising...
Q1 2019
Stock markets have been on a wild ride the past six months, having gone from record highs, to being on the cusp of a bear market, to being back within striking distance of their recent peaks. This has left many investors feeling discombobulated and even fearful of what will happen...
Q4 2018
Global economies are set to undergo a slowdown in 2019 but that does not necessarily mean further pain. Certainly, more volatility could be in store as headlines whipsaw markets so investors should be alert to signs of market stress. However, there appears to be little to indicate a continued equity...
Q3 2018
The Canadian economy shot ahead in the second quarter after a surge in exports of energy, aircraft and pharmaceutical products. However this came with little momentum and is unlikely to be sustained over the remainder of the year. Consumer spending growth has moderated since 2017 and is not expected to...
Q2 2018
Across the financial landscape all anyone is talking about is Trump, tantrums and tariffs. Tensions are not going to disappear, but they are going to ebb and flow. However, looking below the surface, things are a little more placid. Certainly, investors' nerves have been rattled. While there have been several...
Q1 2018
The turbulent start for financial markets so far in 2018 has left few places to hide. Investors have had a lot thrown at them; escalating tensions over global trade, major tech sector wobbles, increasing turmoil at the White House and an onslaught of stock volatility. Certainly, the markets were overly...

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