Market update
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Das economy: Three-minute macro
With a full-blown energy crisis, the outlook for Europe’s largest economy is dire, with many headwinds to face. Meanwhile, investors might not know it, but ESG factors are having major impacts on the global economy.
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Time to deliver: Three-minute macro
Delivery times for products are improving, which should help ease inflation pressures. But a hawkish Bank of Canada has us keeping an eye on the housing market, while we think the European equity market is underpricing risk there.
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Under pressure: Three-minute macro
This month, we note that the equity risk premium isn’t indicating a growth slowdown in the near future (despite our views to the contrary), while also cautioning that fewer people may be heading back to the office than we suspect many are hoping for. Finally, we look at how the Federal Reserves aggressive policy trajectory might affect Asia.
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Analyzing the Real Estate Landscape in Canada (podcast)
In this episode, our guest speakers will assess the macroeconomic trends for the upcoming quarter and comment on the current landscape of real estate investing in Canada.
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A spotlight on Canadian Fixed Income
An appreciating Canadian dollar—which we expect will happen on a structural basis— might provide an attractive return profile for both Canadian sovereign debt and credit, learn more.
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A spotlight on Canadian Equity
We continue to find Canadian equities attractive because of their supportive dividend profile and reasonable valuations, discover why.
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A spotlight on Real Estate Equity
A hawkish Bank of Canada has many Canadian homeowners on watch. Can Canadian real estate help smooth volatility in your portfolio? We examine how inflation and other factors impact the current real estate space.
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Rising rates and real estate: Three-minute macro
A hawkish BoC should have Canadian homeowners on watch as interest-rate rises will likely eat into their purchasing power. We also break down why green energy stocks are underperforming this year and why stagflation is such a scary word.
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Show them the money: Three-minute macro
Corporate profits are surging, but workers aren’t really sharing in this profit boom—and that’s made even worse by rising prices. Our eyes are also on inventory levels that are building, and which could be a danger in the wake of rising interest rates.
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Budget 2022—housing ambitions funded by big finance
A summary of the 2022 federal government’s budget highlighting the changes delivered by the Liberal government on April 7, 2022. Review our analysis of the key corporate and personal measures and how they impact you.
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