Knowledge Centre
Articles
This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.
Investment Review
Q3 2018
The Canadian economy shot ahead in the second quarter after a surge in exports of energy, aircraft and pharmaceutical products....
Q2 2018
Across the financial landscape all anyone is talking about is Trump, tantrums and tariffs. Tensions are not going to disappear,...
Q1 2018
The turbulent start for financial markets so far in 2018 has left few places to hide. Investors have had a...
Q4 2017
The world is entering a period of synchronized economic expansion that has a long way to run, albeit with less...
Monthly Insight
What will Trigger a Recession
November 2018
The riskiest forms of lending are missing, financial institutions are well capitalized, and while asset prices look stretched, it is...
Peak Volatility
October 2018
October gives way to what is historically the best four months of stock performance in Canada, the months of December...
Rising Short Rate Doesn’t Mean Bond Disaster
September 2018
Interest rates have been on the rise in Canada since June 2017 and the general consensus is that they will...
Reversing the Performance Difference
August 2018
The performance difference between Canadian and U.S. stocks has been very pronounced over the past few years, but that could...
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