1969 – 2069: From Apollo to AI
It’s been 50 years since the moon landing and a lot has happened, so what’s in store for the next 50 years? Experts from the industry discuss the development of the economy since 1969 both worldwide and closer to home, how the moon landing led to an expansion of new technologies and speculate on what the next 50 years could bring.
Richard Buxton, Merian Global Investors | Moon Landing marked the beginning of bear market
The 1960s had been kind to equity investors with a basket of growth stocks, the so-called Nifty-Fifty, seemingly unstoppable. But then inflation kicked in over the following decade and market leadership changed. Richard Buxton looks at the lessons to be learned half a century on, when a small number of growth stocks are in favour, and no one appears to be worried about inflation.
BentalGreenOak Closes Merger, Sun Life Completes Acquisition
Sun Life Financial completed its acquisition of a majority stake of real estate investment firm BentalGreenOak. Vertex One Asset Management announced changes to its mutual fund lineup. The big banks joined forces with federal authorities in a new initiative that would coordinate the financial sector’s response to major incidents.
Canadian ETF Association Appoints New Board Chair
The Canadian ETF Association appointed Steven Hawkins, president and CEO of Horizons ETFs Management, as its new board chair. The Canadian Regulatory Technology Association welcomed a trio of strategic advisors. Scotiabank is selling its operations in Puerto Rico and the U.S. Virgin Islands.
Finding Opportunity in Challenging Global Markets
Global equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market. In this video, he offers his insights on the impact central bank policy is having on global stock markets, factors he expects will influence the earnings outlook, and how his unique approach to value investing can help build wealth over the long term.
Defense Still the Best Offense in the Bond Market
Group CIO Dan Ivascyn shares that while PIMCO portfolios have been taking on a bit more risk, they continue to maintain a defensive tone given the uncertain environment ahead.
Decoding the Fed’s Dovish Turn
The Fed’s dovish pivot in March indicated that restrictive monetary policy is no longer warranted, but what does that mean for the markets? PIMCO experts Tiffany Wilding and Joachim Fels discuss this policy shift and what investors should know.
MASTERCLASS: Liquid Alts
Diversification and the importance of asset allocation have long been fundamental principles of sound financial planning and portfolio construction. Today in our Masterclass, we will explore liquid alternatives and what amendments to national instrument 81-102 means to Canadian advisors and their clients. David Picton, President, CEO and Portfolio Manager with Picton Mahoney Asset Management Brooks Ritchey, Senior Managing Director and Portfolio Manager for Franklin Templeton's, K2 Advisors team Lindsay Holtz, Managing Director, Connor, Clark & Lunn Financial Group
Volatility Has a Silver Lining
To take advantage of increasing market volatility, investors need to be patient, defensive and flexible. Group CIO Dan Ivascyn explains.
Economist Perspective: Debt Ceiling Back in Play
U.S. debt ceiling and a potential government shutdown could be back in play later this year. Blu Putnam, CME Group Chief Economist explains while the probability of the twin threat is low, such an occurrence could potentially hit equities in Q3.
Market Movers: U.S. GDP
The yield curve has inverted. Are U.S. stocks fixated? Jim Iuorio and Scott Martin preview Thursday’s U.S. GDP report and discuss if the data will show a slowdown in growth.
Market of the Week: WTI Crude Oil
Are OPEC’s cuts being overshadowed by the uncertainty of an unresolved trade war? Using technical and fundamental data from daily and weekly charts, Dan Gramza explains why he is bearish on crude oil and what a close below $57.80 by Friday means for the markets.