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Canadian commercial real estate Q2 review and outlook
Our Canadian commercial real estate outlook reveals the latest developments across office, industrial, retail, and multifamily property markets.
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Macro anchors shaping the global growth outlook
The current global economic recovery remains delicate. We examine key macroeconomic themes that could influence the global growth trajectory in the near term.
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The Delta effect: Three-minute macro
The Delta variant of COVID-19 is certainly complicating the outlook for the global economy, and we’re keeping an eye on five ways that those complications may materialize. We also take an ESG lens on the gig economy and discuss the yield situation among emerging-market debt.
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Applying an ESG lens to macroeconomic analysis—a starting place
In our view, ESG factors play an increasingly important role in macroeconomic analysis and the formulation of investment outlooks. Find out why.
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Seeking higher income generation in a low-yield environment
It's no secret that government bond yields have significantly decreased over the past decades. In this low-yield environment, capital preservation is crucial for investors to benefit from their income generation efforts.
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U.S. inflation outlook—10 things to monitor
As concerns about U.S. inflation grows, investors are scrutinizing economic data for clues on what could happen next. We highlight 10 factors to monitor.
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It’s just a phase: Three-minute macro
Inflation is top of mind and with good cause: It’ll be tough to call as it likely will go through ups and downs over the next few years. Meanwhile, the U.S. Federal Reserve’s language has market participants on their toes, while Asian exports should heavily affect the economy in the region.
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Market insights: Macro themes and outlook in the second half of 2021
Watch our latest podcast to learn about the macroeconomic pillars and asset allocation analysis that could help guide investment decisions in both the near and the long term.
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The reopening recovery is underway
As we begin the summer season, health and safety protocols including lockdowns are being relaxed or eliminated and the Canadian economy is opening rapidly. So where do we go from here?
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Foresight May 2021: macro themes and market outlook
Optimism about the lifting of lockdown restrictions has been offset by concerns about inflation. Find out how our returns expectations across asset classes have changed in recent months.
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