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Real assets: don’t let current conditions undermine your long-term success
Making asset allocation changes during a market downturn isn’t necessarily an easy feat. When it comes to allocating to private real assets, we believe there are three main reasons why investors shouldn’t wait: diversification, capital protection, and what we call unsung tailwinds.
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What does a strong dollar mean for global growth?
As the world's dominant reserve currency, movements in the U.S. dollar can have important implications for the world economy. Our experts identify three channels through which dollar strength can shape growth. Learn more.
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Food scarcity, energy insecurity: assessing sovereign ESG risks from the Russia-Ukraine conflict
The central crisis of 2022 may not be found in inflation or interest rates, but in the conflict in Ukraine. We explore the commodity market impact and how this may up the ante on geopolitical and sovereign risks.
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Short-term lessons for long-term success: four common pitfalls in volatile markets
Unwary investors can easily let their emotions get the better of them when the going gets tough. We outline four of the most common pitfalls investors can fall into when navigating market volatility, along with suggestions on how to avoid doing the same.
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Corrections are normal? Yes, they are.
Why invest in the equity markets? Day-to-day volatility can be unsettling to watch. Corrections happen, but they don’t last forever. This short video gives you an overview of corrections in equity markets, and compares the upturns to the downturns.
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Service, please! Three-minute macro
Inflation continues to be stubborn, but now we’re focused more on the services component, which is causing the bulk of the pain. Meanwhile, with volatility pretty much everywhere, investors find themselves without many assets to turn to because of rising asset class correlations. Finally, we take a look at the potential of the Brazilian equity market, which looks cheap.
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Q4 2022 Global Macro Outlook
Rising inflation, enduring supply chain disruptions, and rising uncertainty—hardly a strong start to 2022; however, our macroeconomic strategy team believes that global growth prospects will become brighter as the year progresses.
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Trigger rates: an upcoming risk to the Canadian housing market
Rising interest rates are putting a damper on the Canadian housing market as mortgages become more expensive for potential buyers. But there's more to watch: Trigger rates in variable rate mortgages may add to housing woes. Might this be a cause for concern in the Canadian economy?
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The high-yield market isn't signaling a recession
Through the interest-rate volatility and higher inflation so far in 2022, we haven't seen a reason to abandon high yield. If anything, the higher-quality segment of this market could provide a welcome boost to a portfolio's risk-adjusted return potential.
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U.S. banks’ fundamentals continue to strengthen despite the economic slowdown
The latest quarterly earnings reports from U.S. regional banks confirm the favorable investment outlook as loan growth and an improved interest-rate environment provide a tailwind for the industry.
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