Global Financial Forecast 2020-2027
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.
Market Update – January 2020
Investors headed towards the end of 2019 in an optimistic mood as two policy risks that were plaguing sentiment throughout the year receded in December, while some nascent signs of a stabilizing global economy also buoyed risk appetite.
There’s an old saying in the bond world: “supply creates demand.” This is exactly what happened in 2019 for Quebec municipal bonds.
Global Investment Outlook 2020
Over the last year, sentiment remained fragile as unnerved investors digested a flurry of trade-related and geopolitical headlines that sparked fears of a pronounced global slowdown. The good news, however, is that we are likely past the point of peak pessimism on the state of the global economy, with some nascent signs that the worst may finally be behind us.
Fixed Income Year-in-Review
Five themes you may (or may not) have noticed in 2019’s fixed income markets.