News & Insights
Learning from the past to inform our future
There is a gap in non-Indigenous Canadians’ understanding of Canada’s history with Indigenous peoples. Through market education, investors and corporate actors can establish a foundation for a more intuitive and active approach to accelerating reconciliation, especially related to resource development.
Monthly Commentary: The Inflation Slayer: The Fed will “Keep at it”
Why ESG and Index Investing are a Perfect Match
ESG and Index investing are on the rise. What do investors need to know about distinguishing between opportunity and risk in ESG Index investment solutions? Read our complete analysis to find out.
Investing in the Future of Canada: Hydrogen
Could the world’s lightest element have the heaviest impact on the race to net zero?
Monthly Commentary: Too Early for Fed “Pivot” when U.S. Job Market is Still Booming?
It appears U.S. inflation has peaked, but the battle against inflation is far from over, in our view. The U.S. labour market continues to show strong job creation and intense wage pressures, but we expect the pace of hiring to cool into yearend as rising interest rates bite into economic activity, notably housing.
July Monthly Market Commentary: Recession on the Radar
Expectations for Fed and Bank of Canada (BoC) tightening continue to firm up as monetary stimulus is getting removed at a quick pace to lean against excessive inflationary pressures. Rising rates should weigh on the growth outlook and equity valuation, but we do not expect a recession over the next 6 to 9 months.