Viewpoints about Canada
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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?
Read more
-
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.
Read more -
Canadian equities: facts and future
The Canadian economy is changing, and the TSX needs to adapt. We examine which sectors will be helped or hindered by changing investor appetites, and what the TSX of the future may look like.
Read more
-
Canada’s economic outlook—recovery delayed, not derailed
The third wave of COVID-19 may have dimmed Canada's economic outlook in the near term, but our macroeconomic strategy team believes the country's still on track to do well in the second half of 2021.
Read more
-
Why invest in agriculture?
Learn why agriculture—perhaps mankind’s oldest investment opportunity—remains one of the most compelling opportunities available today.
Read more
-
Canadian commercial real estate Q4 review and outlook
Our Canadian commercial real estate outlook reveals the latest developments across office, industrial, retail, and multifamily property markets.
Read more