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Group CIO Dan Ivascyn discusses the factors that typically cause volatility to increase at year-end, but says we likely won’t see a repeat of the level of volatility that roiled financial markets at the end of last year.
For an extended discussion of our views on investing in the current environment, please watch the latest “View From the Investment Committee” video with Group CIO Dan Ivascyn.
Group Chief Investment Officer
In this Q&A, we assess investors’ inflation concerns and outline reasons that near-term price adjustments are unlikely to lead to longer-term inflation.
Inflation is a hot topic among investors. We believe a framework for sizing real asset allocations can help mitigate the effects of inflation on a portfolio.
Buy-and-maintain strategies require their own set of mandates, which can make portfolio manager evaluation a challenge.
Amid a brightening economic outlook, the Bank of Canada could begin tapering its bond purchase program this month, though we think it’s a close call and believe a cautious approach is warranted.
We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.
The COVID-19 pandemic pummeled financial markets, but liquidity and fundamentals are coming back.
Thereʼs a bone of contention among investors: Are U.S. equity values about right or far too high?