Published on: November 12, 2024
In the wake of the U.S. elections, let’s review a few factors that need to be considered in order to put the impact of the results into perspective.
Published on: November 8, 2024
In line with market expectations, the US Federal Reserve (Fed) lowered its policy rate by 25 basis points on Thursday. This recent move, which brings the federal funds target rate within a range of 4.50-4.75%, follows a half-percentage point cut in September.
Published on: October 24, 2024
Following three cuts of 25 basis points, the Bank of Canada (BoC) announced a fourth consecutive reduction of its policy rate, this time by 50 basis points to 3.75%.
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?