Viewpoints about Global
-
Q2 2025 in review
Canada’s stock market recovered from early weakness to deliver a solid return in the second quarter. Equities plunged in the first week of April following U.S. President Donald Trump’s announcement of tariffs that were far higher than investors had been expecting.
Read more
-
Midyear 2025 global macro outlook: what’s changed and what hasn’t
What a difference six months can make. More forceful-than-expected government policy decisions have overtaken some of our early 2025 views, but others have only been validated and reinforced.
Read more -
Why global government bond yields have risen
Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore what’s driving yields higher and consider the implications for fixed-income investors.
Read more
-
Macro meets markets: 5 investable themes to watch
In an increasingly uncertain macroeconomic landscape, our global macro team explores five of their latest high-conviction themes and some potential implications for multi-asset investors.
Read more
-
Q1 2025 review: analyzing the impact of tariffs and geopolitical dynamics
Tariffs and rising trade tensions injected much uncertainty in the first three months of 2025. Our capital markets strategists examine what this could mean for investors in the months ahead.
Read more
-
U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
Read more
-
Rising uncertainty amid tariff threats―what does it mean for Canadian investors?
The Trump Administration announced that the United States was imposing significant tariffs on its largest trading partners. What does this mean for Canadian investors?
Read more
-
Policy normalization in Japan: how high will the BoJ go?
The Bank of Japan's (BoJ's) continued cycle of monetary policy normalization has many policy watchers and investors wondering how high the BoJ might take interest rates.
Read more
-
Here come the tariffs: why it’s too soon to draw conclusions
The recent announcement of U.S. tariffs on key global trade partners has perhaps raised more questions than it answered.
Read more
-
