Published on: October 17, 2024
With interest rates set to decline, investing in commercial mortgages may become more attractive as part of a well-constructed diversified portfolio due to the additional yield they can offer.
Published on: September 19, 2024
The United States Federal Reserve lowered its policy rate by 50 basis points to a target range of 4.75-5.0% on September 18. This first cut since 2020 was stronger than the 25-bps cut expected by markets. The decision came with revised Fed forecasts that show higher unemployment rates, lower inflation, and lower policy rates than in June 2024.
Published on: September 5, 2024
The Bank of Canada cut its policy rate for a third consecutive time on Wednesday, lowering it by 25 basis points to 4.25% in a decision that was widely anticipated by markets.
Published on: August 22, 2024
More than ever, investing in companies aligned with the climate transition is a crucial step in helping steer the economy toward lower carbon emissions.
Published on: August 8, 2024
Our approach in selecting investments for our Impact Fixed Income Strategy is a subject that generates interest. This case study aims to shed some light on our process and our criteria.
Published on: August 6, 2024
Stock markets worldwide accelerated their fall on Monday, alarmed by a slowdown in the U.S. jobs market that has investors fearing an American recession.
Published on: July 25, 2024
Canadian equity and fixed income markets have been on diverging paths since the beginning of the year, after both producing positive returns in 2023. Meanwhile, inflation has trended downward, Canadian economic growth has picked up, and the Bank of Canada has started to ease its monetary policy. What does this mean for markets?
Published on: July 25, 2024
As expected, the Bank of Canada (BoC) announced a further 25 basis point cut in its key interest rate on Wednesday, bringing it to 4.5%. This is the second consecutive rate cut since June when the rate reached 5% following a period of sharp increases aimed at easing post-pandemic inflation.
Published on: July 18, 2024
After a tumble in late spring 2024, Canadian equity markets resumed their upward journey.
Published on: July 11, 2024
For many investors, analyzing climate risks and opportunities is still primarily associated with equity investing, where companies are evaluated based on plans to reduce carbon emissions. However, climate-related assessments have made their way into other asset classes, such as commercial mortgages.