Our latest macroeconomic insights Canada Economics Update We expect oil to be the key driver for the loonie Given our latest forecast for oil prices, we now expect the Canadian dollar to rise further in 2021 than we previously thought, but to drop back a bit in 2022. 25th February 2021 · 2 mins read Global Markets Update We don’t expect the rise in real yields to continue Even if nominal government bond yields kept rising this year, we suspect that this would be driven by rising inflation compensation rather than real yields, in contrast with the past couple of weeks. 25th February 2021 · 3 mins read Asset Allocation Update Are REITs more at risk than equities from rising yields? We doubt that Treasury yields will continue to climb rapidly. However, that would be another reason to expect the returns from US REITs to fall short of those from ordinary US equities over the next... 25th February 2021 · 3 mins read Asset Allocation Update Real yields, economic growth and the US stock market Although we forecast a further small rise in the 10-year Treasury yield this year, we doubt that this will upend the US stock market. 25th February 2021 · 3 mins read Pagination Previous … Page 167 Page 168 Page 169 Page 170 Current page 171 Page 172 Page 173 Page 174 Page 175 … Next
Canada Economics Update We expect oil to be the key driver for the loonie Given our latest forecast for oil prices, we now expect the Canadian dollar to rise further in 2021 than we previously thought, but to drop back a bit in 2022. 25th February 2021 · 2 mins read
Global Markets Update We don’t expect the rise in real yields to continue Even if nominal government bond yields kept rising this year, we suspect that this would be driven by rising inflation compensation rather than real yields, in contrast with the past couple of weeks. 25th February 2021 · 3 mins read
Asset Allocation Update Are REITs more at risk than equities from rising yields? We doubt that Treasury yields will continue to climb rapidly. However, that would be another reason to expect the returns from US REITs to fall short of those from ordinary US equities over the next... 25th February 2021 · 3 mins read
Asset Allocation Update Real yields, economic growth and the US stock market Although we forecast a further small rise in the 10-year Treasury yield this year, we doubt that this will upend the US stock market. 25th February 2021 · 3 mins read
