News & Insights
June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane
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.
May Monthly MAST Commentary: Rising commodity prices continue to support the inflation outlook while supply-chains are still exposed to disruptions
Monetary stimulus from the U.S. Federal Reserve (the “Fed”) and Bank of Canada (BoC) 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 12 months.
April Monthly MAST Commentary: Fear of War is Coming Down, but Fear Over the Fed’s Soft-landing is Rising
The conflict in Ukraine keeps on raging, but fear of an escalation has come down. However, the impact on commodity prices will continue as prices remain elevated and long-term supply remains an issue, most notably for Europe and other commodity importing countries.
Value Hunting: The Return of Cautious Optimism
With macroeconomic data telling two different stories—one of low unemployment and robust earnings, another of high inflation and rising interest rates—Luke Casey of Pyrford International provides an inside look at the investing factor that’s making a surprise comeback: Value.
A Portfolio Manager’s Guide to War and Conflict
With Russia’s recent invasion of Ukraine, institutional investors are once again questioning the historical relationship between war and capital markets.
Riding the $100T Renewables Infrastructure Wave
Joe Idaszak, Portfolio Manager, Brookfield Public Securities Group (PSG) offers his take on why institutional investors interested in the “E” of ESG should consider investing in the one specific area with $100 trillion of global investments expected by 2050: renewables infrastructure.