A welcome boost
market snapshot
Volatility, velocity and vigilantes
After a choppy start to the year, and a rally through much of Q2 and Q3, the Bloomberg US Aggregate ultimately gave up a portion of year-to-date (YTD) return in Q4, while remaining modestly positive for the year at 1.25%. Growing investor expectations of a Donald Trump win fuelled a risk rally in the weeks […]
A watershed reached?
market snapshot
Tariffs on the table
Video transcript How do you think tariffs might affect international equities in 2025? Tariffs are going to affect international equities in 2025, primarily because of uncertainty. The uncertainty that obviously comes with the recent Trump election is that the level of tariffs is going to mean that, at the end of the day, we are […]
Inflation unlikely to derail Fed plans
market snapshot
US small-caps surge on Trump rally
market snapshot
Fixed income: New challenges for the easing cycle
2025 Outlook
Will the equities rally continue in 2025?
2025 Outlook
Whatever it takes 2.0
market snapshot
Global reverberations of the US election
Two weeks out, the storm that was the US election has given way to clearer skies—and more clarity on how the Trump administration might turn campaign promises into policy. Our CIO for Global Equities Stephen Auth recently outlined how the issues of tax cuts, higher tariffs, reduced regulations, smaller government, immigration reform and resolution of […]
