Institutional Insights

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Responsible Investment
February 28, 2024

A “Just” AI Transformation

What do the AI transformation and energy transition have in common? Leaving no one behind in the AI transformation.
Multi-Asset
February 22, 2024

The American Exception: How U.S. Markets Beat the Bears…Again

It was mixed news for markets, but it did provide the one thing we’ve been seeking for months: greater clarity
Multi-Asset
January 24, 2023

Cracking the Fed’s Code

With 2024 underway, our attention returns to central banks’ messaging. What we’re looking for is a clear indication of the timing of interest rate cuts—monetary policy, in our view, is the key to certainty about the upcoming year.
Equities
January 24, 2024

2024: A Goldilocks Economy (and Heroic Central Bankers?)

With a soft landing in sight, stable employment, and inflation reverting to its target range, Douglas Porter, Chief Economist at BMO Financial Group, suggests the policy and economic backdrops are constructive for financial markets this year—a near-complete reversal from year-ago expectations.
Equities
January 24, 2024

Diverging Paths: Behind the U.S. and Canada’s Economic Schism

In the second half of 2023, the economic outlooks for the U.S. and Canada sharply diverged, with Canadian growth flirting with recession while the American economy demonstrated greater resilience.
Equities
January 24, 2024

Rethinking Central Banks’ 2% Inflation Target

With a new rate regime underway, Fred Demers, Director, Multi-Asset Solutions Team, digs into one of the core assumptions of all fixed income allocations—the 2% inflation target – while providing valuable historical context on it.
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