Market Insights

Economic Indicators

Finding value in have and have-not stocks

How this manager finds meaningful differences in valuation

By Sharon Ho |April 3, 2018

2 min read

Market Insights

How to adapt portfolios to today’s challenges

“Market conditions are undoubtedly becoming more challenging.” That comment comes from Unigestion CEO Fiona Frick in a report on adapting to complex markets. Though she expects sychronized global growth to continue, market stress events are likely to become more prevalent this year, she says, as inflation risks push central banks into tightening mode. The resulting […]

By Staff |April 3, 2018

3 min read

Market Insights

What’s ahead for Canadian and U.S. equities

Equities to face challenges

By Staff |April 2, 2018

2 min read

Market Insights

IPO market hits pause amid Q1 volatility

The market for initial public offerings (IPOs) paused for a breather in the first quarter of 2018 as issuers and investors assessed the implications of interest rate hikes, recent U.S. tax changes, market volatility and threats to world trade, finds a PwC survey. But if the pipeline of new issues is any indication, the market […]

By Staff |April 2, 2018

2 min read

Commodities outlook leans bearish

Commodity prices have rebounded over the last few months, thanks largely to synchronized global growth and the U.S. dollar’s depreciation. However, U.S. tariffs on steel and aluminum imports represent a recent hit. “Going forward, commodity prices will continue to be vulnerable to developments on the trade front and associated market reaction,” says TD economist Dina […]

By Staff |April 2, 2018

2 min read

What investors should know about China’s evolving economy

China’s rebalancing away from investment and exports and toward consumer consumption has important implications for investors. A closer look at rebalancing Historically, sustaining growth is difficult for emerging markets as their populations move into the middle class—introducing economic risk. Rebalancing the economy can help. “Success on this front should help reduce the risk of an […]

By Staff |March 28, 2018

4 min read

How U.S.-China trade uncertainty could affect markets

“Markets have swung from euphoria over [U.S.] tax cuts to the protectionism pits.” So says TD senior economist Leslie Preston in a weekly economics report, referring to last week’s market performance. The poor showing was in response to the U.S. announcement to impose tariffs of 25% on up to US$60 billion of Chinese imports. Read: […]

4 min read

Market Insights

Finding value in have and have-not stocks

How to adapt portfolios to today’s challenges

What’s ahead for Canadian and U.S. equities

IPO market hits pause amid Q1 volatility

Commodities outlook leans bearish

Be victorious over volatility

What investors should know about China’s evolving economy

Drill into oil names using these tactics

How U.S.-China trade uncertainty could affect markets

Why oil’s pain could be renewables’ gain