Knowledge Centre
Articles
This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.
Investment Review
Q3 2024
A wholesale central bank easing cycle is happening around the world and is likely to pick up steam in the...
Q2 2024
A weak global economy is being offset largely by declining inflation and easing financial conditions which has had the effect...
Q1 2024
That swooshing sound investors hear is stock markets around the world zooming upward in Q1 2024. Over the past quarter,...
Q4 2023
As the world continues to navigate past the long shadow of COVID, there is less uncertainty than we have had...
Monthly Insight
Hiding in Average
December 2024
Conventional thinking states that stocks and bonds follow a “random walk” and no one can know in advance what the...
Maximum Correlation
November 2024
Currently there is a high correlation amongst stocks around the world although that is starting to change, which historically has...
Presidential Election Changes
October 2024
Historically, regardless of which political party was holding the U.S. presidency, there has been no significant difference for the performance...
Up the Escalator, Down the Elevator
September 2024
Up the Escalator, Down the Elevator is a phrase which describes the pattern in global central banks historic interest rate...
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