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We think big tech can keep delivering on high corporate earnings expectations. We stay positive on stocks and the artificial intelligence theme. Read more.
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Unprecedented market volatility has rattled markets. What should investors expect from factor portfolios?
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We take a look at the final theme from our 2020 midyear outlook, real resilience, and its relevance to Canada.
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We look at four reasons inflation is poised for a pick-up and what that means for stocks, bonds and commodities – as well as what it could mean for investors.
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The economic restart broadens as the vaccine rollout plays out. But what comes next? We update our asset views and discuss the path ahead. Read our outlook.
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We may see a devastating and prolonged conflict in Ukraine and Russia. Read more for talking points and answers to some frequently asked questions.
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With mega-cap technology stocks dominating markets, some investors have questioned the role of smaller companies inside portfolios.
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Record-breaking declines in Canadian economic activity failed to interfere with gains in risk assets last week. Kurt and Daniel put all the events of the past week in context and provide some thoughts on the outlook from here.
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Record-breaking declines in Canadian economic activity failed to interfere with gains in risk assets last week. Kurt and Daniel put all the events of the past week in context and provide some thoughts on the outlook from here.
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Record-breaking declines in Canadian economic activity failed to interfere with gains in risk assets last week. Kurt and Daniel put all the events of the past week in context and provide some thoughts on the outlook from here.
