Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
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Remain Overweight Tech; Large-Cap Financials on the Cusp of a Breakout
 The tech and biotech-heavy Nasdaq continues to lead the market higher. Remain overweight. On the back of rising interest rates and a recently...
454 Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
345 Views
Rising Canadian Crude Production: Too Much of a Good Thing?
The predicament of rising crude production and constrained access to markets is not a new one for Canada. But it may be about to get worse.The...
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