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2026 Sustainable Investment Trends
  • 1 day ago

We look at key trends set to drive the sustainable investment market in 2026, focusing on climate risk, energy transition, tech, Asia, healthcare, and food.

AI’s $3 Trillion Question: Who Pays and What’s the Return?
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The emergence of Chat GPT in late 2022 triggered an explosion in AI related capital expenditure as tech giants raced to dominate this generational technology frontier. Consensus estimates now estim...

CBRE Sells KingSett’s 70 York Office Building to Desjardins Securities
  • 1 day ago

CBRE’s National Investment Team (NIT) and TD Cornerstone Commercial Realty have sold downtown Toronto office tower 70 York Street to Desjardins Securities on behalf of KingSett Capital in an off-ma...

Criminal Probe of the Fed
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Timely insights from inside Washington.

Dry January for stocks not likely, with earnings on tap
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Weekly CIO views: Earnings key for stock gains amid uncertainty

EM bonds 2026: Tailwinds thanks to geopolitical turnaround
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Emerging markets are at the cusp of a new era. Persistently strong demand for bonds in the asset class, solid fundamentals and a weaker US dollar are creating attractive opportunities. At the same...

Embracing Risk in a Shifting Macro Regime
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January 12, 2026 Embracing Risk in a Shifting Macro Regime The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over t...

Emerging markets debt investment views - January 2026
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Global Value Team Annual Letter
  • 1 day ago

There’s a fine line between confidence and hubris, and we believe the low risk perception evident in certain markets entering 2026 leaves them particularly vulnerable to the latter.