Viewpoints about Global
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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Navigating changes together
Canada’s stock market produced a double-digit gain and outperformed its developed-market peers in the third quarter. Economic growth remained sluggish, with initial data indicating that third-quarter GDP would likely miss estimates.
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