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Canadian growth expectations, like the U.S., are outperforming this year, which is benefiting earnings expectations.
Fears of deflation have since morphed into fears of overheating after unprecedented increases in monetary and fiscal stimulus in a short amount of time and growing supply shortages.
The vaccine rollout is accelerating, and further U.S. fiscal stimulus remains on track to be delivered soon, which is helping lift growth expectations.
To build back better post-COVID in support of a more resilient economy and businesses, we need to put the interests of women at the heart of the recovery.
Economic and earnings momentum continues to improve faster than expected in North America and Asia.
In this episode of Sustainability Leaders we discuss the sea change that has taken place during the last 20 years of investor engagement.
As we turned the page on 2020, COVID-19 vaccines began to be rolled out while fiscal taps are flooding the economy with cash, notably in Canada and the U.S.
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
Vaccine developments have opened the door to market rotation toward cyclicals and value.
Canadian investors should consider expanding their investment universe to seek out future growth opportunities beyond the U.S. and should revisit emerging market equities as an important building block in a diversified global portfolio.
The US, UK, Euro Area and Japan all look to be headed for a very weak end to Q4, with some potential weakness dragging into Q1 of next year.
Dame Sally Davies and James Anderson join the Sustainability Leaders podcast to discuss the history of antibiotic use on humans, livestock and plants that brought us to our current crisis today.
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