Q2 Economic Outlook in Canada
Scotiabank’s Deputy Chief Economist Brett reflects on the major drivers of the North American and global economies for Q2.
A Look Back at 2018, and Ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility. In this video, he looks back at why markets had a difficult year, and explains why he believes EAFE and emerging market equities appear poised for a strong 2019. He also identifies key risks he’ll be monitoring, and discusses why he believes a recession is unlikely in the U.S. next year.
Alternative Investing with Gold and Silver
Gold is the original alternative investment. Many investors tend to lump gold into the commodities bucket, however, the portfolio merits of gold rest far more on its role as the world’s primary monetary asset.
Global Investment Outlook - Spring 2018
Dan Chornous, Chief Investment Officer, RBC Global Asset Management Inc., provides his outlook for global capital markets. In this video: Global growth forecast Inflationary environment Fixed-income outlook Stock market volatility To explore the full GIO, visit rbcgam.com/gio
Weathering Volatility and Preparing for Offense
Group CIO Dan Ivascyn provides PIMCO’s current take on market volatility, interest rates and inflation and where we see attractive opportunities across global markets.
Disruption Yields Opportunity
Companies have been sitting on piles of cash for years, but they’ve been reluctant to use it for capital investment. In this video, Michael Kelly explains why this is beginning to change, why this disruptive shift will widen the gap between ‘winners’ and ‘losers,’ and why that increased competitive distance makes active credit selection especially important in the period ahead. Michael also offers his outlook for interest rates and inflation, and explains why the Fed may have a surprise in store for the market in the second half of 2018.