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
Q1 2024
That swooshing sound investors hear is stock markets around the world zooming upward in Q1 2024. Over the past quarter,...
Q4 2023
As the world continues to navigate past the long shadow of COVID, there is less uncertainty than we have had...
Q3 2023
Faced with soaring inflation and one of the steepest interest rate hike cycles in history, investors have been bracing for...
Q2 2023
Despite the best efforts of central bankers around the world to ratchet up the gloom, economies keep churning out upbeat...
Monthly Insight
Fabulous First Quarter and for the Year?
April 2024
The theme for 2024 has been so far, so good. Investors cannot complain about how the Canadian stock market has...
Stock Market Concentration
March 2024
For all the talk about the Magnificent Seven in the U.S. and the global reliance on just a handful of...
The Most Important Security in Canada
February 2024
Generally, when inflation is high and volatile, stocks and bonds have a positive correlation meaning that their prices move in...
Bond Yields Always Fall before First Rate Cut
January 2024
Bond yields always fall before the Bank of Canada (BOC) pivots to cut interest rates. This is occurring today just...
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