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Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
When bond markets exhibit wide credit-spread dispersion, look to a systematic approach to generate alpha. Today’s credit markets look deceptively dull: while average spreads are tight, dispersion a...
Curating diverse return streams is important. Asset-based finance may help. Diversification is often treated as an asset-allocation decision. How much capital should go to equities? Bonds? Alterna...
A global pure‑play approach
Minister of Finance Eric Girard tabled the 2026/27 Québec provincial budget on March 18, 2026.
This edition of the GIV elaborates on our macro convictions around inflation, the war in the middle-east and our asset allocation views.
Policymakers often "fight the last war." This Economics Weekly explores how central banks and fiscal teams now pivot toward targeted, aggressive inflation control.
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