Market Insights

Industry

Reasons to watch U.S. credit spreads

Tight U.S. credit spreads are beginning to widen as risk gets priced in

December 13, 2017

3 min read

Economic Indicators

Global economy has ‘room to run’ in 2018: BlackRock

Find out why

By Staff |December 11, 2017

2 min read

Economic Indicators

Lessons from the OPEC conference

Stable oil prices may be on the horizon, on the back of the most recent OPEC event

By Mark Burgess |December 6, 2017

3 min read

Market Insights

What’s more important for equities than U.S. tax reform

U.S. tax cuts have been on the agenda since President Trump was elected. Now, with both House and Senate bills passed, tax reform might soon be a reality. (For differences between the two bills, read this BMO report.) The anticipation of tax reform has helped fuel the recent bull charge in equities on the Dow […]

By Staff |December 4, 2017

2 min read

The case for Japanese equities

Global growth continues to drive markets, and Japan is no exception. “Against all odds, the [Japanese] economy is surprising on the upside,” says CIBC deputy chief economist Benjamin Tal in a weekly economics report. “Against the odds,” he says, because Japan has an aging population. Read: Looking at real estate? Go global However, an influx […]

By Staff |December 4, 2017

2 min read

Bitcoin buoyed by investor behaviour

If you’re interested in investing in bitcoin, here’s the first thing to know: the currency isn’t tethered to the economy, as are fiat currencies, commodities and real estate. Read: Canada to get its first cryptocurrency ETF With fiat currencies, for example, “loss of spending power is a small risk in most developed countries where central […]

By Staff |November 27, 2017

2 min read

Where to find alpha

Generating alpha is the name of the game in investing, but where to find it? That question is explored in a report by Richardson GMP, in which the authors explain that alpha must be taken from someone else. After all, when you buy a stock, someone else—with a different viewpoint—has to sell it. “To take […]

By Staff |November 27, 2017

2 min read

Market Insights

Reasons to watch U.S. credit spreads

Global economy has ‘room to run’ in 2018: BlackRock

Lessons from the OPEC conference

What’s more important for equities than U.S. tax reform

The case for Japanese equities

How to analyze board diversity

Bitcoin buoyed by investor behaviour

Where to find alpha

How investor education fails your clients

What investors should watch in Microsoft’s year-end results