Luc de la Durantaye joined CIBC Asset Management Inc. in December 2002. Mr. de la Durantaye is leader of the Global Asset Allocation team, operating from within the firm’s Investment Management Platform.
Policy normalization and geopolitical threats are risks to growth.
Property risks may be controllable, but concerns regarding U.S.-China trade grow.
Some countries, including Canada, are benefiting from rising oil prices.
The greenback and euro face headwinds, while emerging markets offer opportunities.
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Market participants may be nervous as the recovery decelerates.
When it comes to vaccine distribution and economic outlooks, some countries are faring better than others.
Central banks are taking a wait-and-see approach.
Central banks are taking a wait-and-see approach.
Where to look as the greenback faces headwinds.