Insights

The Tail Wagging the Panda

Fixed Income
Jan 16, 2020

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.

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Jean-Guy Mérette
Vice President and Portfolio Manager Active and Strategic Fixed Income Team

Market Update – January 2020

Markets
Jan 9, 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.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

MuniciPolitics

Fixed Income
Dec 19, 2019

There’s an old saying in the bond world: “supply creates demand.” This is exactly what happened in 2019 for Quebec municipal bonds.

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Jean-Guy Mérette
Vice President and Portfolio Manager Active and Strategic Fixed Income Team

Global Investment Outlook 2020

Markets
Dec 17, 2019

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. 

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Fixed Income Year-in-Review

Fixed Income
Dec 5, 2019

Five themes you may (or may not) have noticed in 2019’s fixed income markets.

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