Near term (next 12 months), financial markets need commodity shipments to normalize, allowing earnings to arrive on schedule. Longer term (next few decades), there are powerful, predictable forces at work that can be profitably put to work in portfolios. Explore our latest content below.
Over the next couple of decades there will be powerful, predictable forces unfolding that can be profitably put to work in portfolios.
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Equity markets need the Strait of Hormuz to reopen and the AI wave to play out as advertised. Both are plausible, neither guaranteed.
Geopolitical events and oil prices have upended global bond markets and central bank policy expectations this year, but we see it as just the latest tree in a forest of reasons that has steadily driven bond yields higher.
Dive deeper into the issues and opportunities impacting economies and markets in five key regions across the globe.
The S&P/TSX climbs to record levels amid Iran tensions, tariff uncertainty. A technical recession masks encouraging signs in the Canadian economy.
There are catalysts for the bull market in stocks to persist. Bonds face a more challenging landscape.
UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.
The Middle East conflict weighs on European stocks, but structural tailwinds present an opportunity. The European Central Bank is hawkish despite growth risks.
China’s export strength masks soft demand; Japanese equities attract investor rotation. Asian credit spreads are tight, so a selective approach is required.
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