Insights

Multi-Asset
Woman wearing a protective mask getting vaccinated
August 2021

August Monthly MAST Commentary: Delta not Enough to End the Winning Streak for Global Equities

Economic normalization has made substantial progress in North America when looking at economic activity as there remains very few restrictions on the economy.
Multi-Asset
Men at office doing presentation for team
July 2021

July Monthly MAST Commentary: Falling Macro Uncertainty Lifts Global Equities

With expectations for strong growth building up in recent months, macro uncertainty and investors’ fear about the S&P 500 have normalized to near pre-COVID-19 levels.
Multi-Asset
Busy UK high street
June 2021

June Monthly MAST Commentary: From Recovery to Expansion

Supply shortages are fueling inflation fears, but with global trade thriving, we think supply shortages are mostly driven by the consumption binge of U.S. consumers.
Multi-Asset
Focused woman working from home
June 2021

Positioning for Peak Growth and High Inflation

Two concerns are top of mind for investors: inflation overheating and peak economic growth.
Multi-Asset
Business analyst looking at four computer screens
May 2021

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.
Multi-Asset
Market analysis
April 2021

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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