Multi-Asset

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.
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Multi-Asset

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.
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Multi-Asset

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.
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