COVID-19 and market volatility

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Better conversations during times of market turbulence

The road to investment success is rarely as smooth as we would like.

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July 2020

The great disconnect between the economy and the stock market

The bounce occurred and it had nothing to do with investment fundamentals.

June 2020

The biggest threat to a quick recovery is a second wave of the virus

The economic discussion has firmly shifted from an assessment of the damage inflicted by Covid-19 related lockdowns, to questions surrounding the speed and strength of the recovery following reopening.

May 2020

Central banks picking up the bill

In April we saw further confirmation of the devastating impact of the coronavirus on both the real and financial economy.

May 2020

Five year sector returns in MSCI EAFE show mixed results

Developed international stocks have seen a wide dispersion of returns over the trailing five-year period, with six of eleven sectors posting negative returns.

April 2020

What’s next for China?

June Lui, Portfolio Manager, BMO LGM Investments, gives an on-the-ground assessment of China’s economic backdrop and the impact on stocks.

April 2020

The enemy of a major economic slump is debt

Sorry, this world is closed for business.

March 2020

Pyrford International discusses COVID-19's impact on its portfolio positioning

Recent volatility has provided the opportunity to make two changes to the portfolio allocation.

March 2020

Is this the “Black Swan” event that stock markets fear?

As “Black Swans” are, by definition, unpredictable, it cannot be ruled out - it is still early days.

February 2020

Impeachment, coronavirus, brushfires...who would be in the forecasting business?

January threw up more than its share of hurdles but, until the last week of the month, stock markets shrugged and just kept rolling along.

January 2020

The Brexit Election: What now for the UK and the EU?

Few political earthquakes come as big as this one. Rarely has one issue so dominated a UK election of this importance and scale.

December 2019

Worldwide woes and debt

In a number of countries, long-term government bond yields fell into negative territory. Add in quantitative easing and you have a recipe for tiny yields.

December 2019

Energy transition in developing Asia: Critical to the success of addressing climate change

We traveled to Thailand, China and Hong Kong to engage with 10 Asian energy companies to encourage actions aligning emissions to Paris Agreement goals.

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