China in a Bull Shop
Emerging Markets (EM) typically benefit disproportionately from improved global growth given their role as a major supplier of inputs to production and finished goods (especially consumer goods).
Loonie in flight
The Canadian dollar has been on a tear over the last year. The loonie increased 7.5% from its March 2020 lows to the end of last year versus a basket of other currencies, including a 14% appreciation versus the US dollar.
‘Til Debt Do Us Part
Over the past year, governments around the world have introduced significant measures to help blunt the economic impact of the pandemic on households and businesses.
Bonds! What are they good for?
The announcement of an initial successful vaccine trial last November provided an undeniable lift to the outlook not just for the global economy but for the spirits of billions of people
Hope and Change
As difficult and tumultuous as 2020 was for the global economy, a quick glance at financial market performance for the year would seem to provide a contradictory message