Global equity markets declined in April as multiple factors weighed on investor sentiment. Surging inflation, tighter monetary policy, ongoing risks stemming from the war in Ukraine and renewed pandemic-induced lockdowns in China are contributing to concerns that the risk of a global recession is rising […]

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Canadian Pension System’s Divestment of Canadian Equities. This situation has many implications for economic growth and should be a major policy concern for Canadians and our government.
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Russia’s invasion of Ukraine and the subsequent sanctions implemented by Western nations have introduced material downside risk to the global economic outlook […]

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Global equity markets partially recovered from the initial selloff following Russia’s invasion of Ukraine in February. Year to date […]

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The escalation of events provoked by Russia’s invasion of Ukraine has amplified risks to the global economy. The potential disruption to key commodities such as oil, gas, wheat, and certain minerals may cause inflation to increase further in the short term, though this will depend on how long pressures are sustained […]

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Global equity markets began the new year with price declines. Market volatility was mainly triggered by a perception that central bank policy rates will rise at a faster pace than originally expected. Our portfolios performed significantly better than market benchmarks and ended the month in positive territory […]

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