Positioning for Peak Growth and High Inflation
Two concerns are top of mind for investors: inflation overheating and peak economic growth.
New highs for S&P 500: Don’t be afraid of heights
As the global economy emerges from the pandemic, central banks are starting to reduce emergency stimulus.
April Monthly MAST Commentary: S&P 500 Above 4000 Despite Third-Wave Wobbles
Canadian growth expectations, like the U.S., are outperforming this year, which is benefiting earnings expectations.
Inflation Fears in a Post COVID-19 World
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.
March Monthly MAST Commentary: Helicopter Money and Reflation Hype Fuels Bond Tantrum
The vaccine rollout is accelerating, and further U.S. fiscal stimulus remains on track to be delivered soon, which is helping lift growth expectations.
International Women’s Day: Women at the heart of the COVID-19 recovery
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.