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Read more: April 2025 Portfolio Management Team Update9 minutesto read
April 2025 Portfolio Management Team Update
Summary Market Review: Most global indices declined in March to cap a challenging quarter, before President Trump’s…
All news & commentary
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1 minutesto read
MACROSCOPE No. 38: Little reaction to Canada’s credit rating downgrade by Fitch
On June 24, Fitch Ratings cut Canada’s AAA credit rating1 by one notch to AA+,…
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1 minutesto read
MACROSCOPE No. 37: The effect of the “Powell Put” and “Moral Hazard” on your portfolio
The U.S. Federal Reserve (the “Fed”), the most influential and powerful central bank in the…
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1 minutesto read
MACROSCOPE No. 36: After coming full circle in record time, what next for the markets?
The ferocity of the “Coronavirus Correction” has been matched by the velocity of the subsequent…
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1 minutesto read
MACROSCOPE No. 35: Only a V-shaped economic recovery will do now
The Nasdaq’s 45% surge from its March 23 low is the epitome of a V-shaped…
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June 2020 Portfolio Management Team Update
Market & Economic Environment: Global markets advanced for the second month, as U.S. indices posted…
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1 minutesto read
MACROSCOPE 34: What does the rotation to value from growth mean for your portfolio?
The big investment theme this week has been the rotation to value stocks from technology,…
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