Global Financial Forecast 2020-2027
Central Banks Update
Jean-Guy Mérette, Vice President and Portfolio Manager, Active and Strategic Fixed Income Team, talks about the latest developments on the Central Bank front.
Go Long with Provis
In a normal yield environment, long-term bonds come with a higher yield than shorter bonds, allowing owners to roll down the yield curve.
There’s an old saying in the bond world: “supply creates demand.” This is exactly what happened in 2019 for Quebec municipal bonds.
The Debt Canary
Coal miners used to carry canaries down into the jobsite – the birds were used as indicators that deadly gases were in the atmosphere. If the canary died, the miners fled to the surface.
The Tail Wagging the Panda
Since the beginning of the trade war between the United States and China, we’ve seen a rising correlation between U.S. Treasury yields and the Chinese Yuan.