Research Highlights



The Cycle Is Maturing, But Still A Challenging Outlook – December 5, 2022
The Euro Area’s Time To Shine – November 28, 2022
Long-term Returns: A More Challenging Investment Climate – November 21, 2022
Tactical Long And Short Opportunities – November 14, 2022
Bond Yields Rising And Complacency About Long Term Inflation – November 7, 2022
Pairing The Euro Area Against A Weak Link – October 31, 2022
Overdue For Some Good News? – October 24, 2022
Is It Time To Buy German Bunds? – October 17, 2022
Can The Economic Cliff Be Avoided? – October 10, 2022
Global Government Bonds: The Best Value In A Decade, But… – October 3, 2022
First The U.K., Is Canada Next? – September 26, 2022
Bond Investors: Wishing They Had Ignored The Fed – September 19, 2022
Chinese Credit And Consumption Growth Collide – September 12, 2022
U.S. Corporate Profits: Wow, But It Will Get Tougher From Here – September 6, 2022
Fed Policy Does Not Add Up – August 29, 2022
Global Inflation: Out Of Hibernation – August 22, 2022
U.S. Inflation: Only A Pause In The Cyclical Uptrend – August 15, 2022
Global Equities: First It Was Valuations, Now It Is Earnings – August 8, 2022
Time To Be Tactical – August 1, 2022
Implications Of An End To Deleveraging – July 25, 2022
U.S. Recession Bets: Still Premature – July 18, 2022
Fear Breeds Opportunity – July 11, 2022
Elevated Anxiety – July 5, 2022
Canada: Monitoring A Global Economic Weak Link – June 27, 2022
Financial Assets Are Hostage To A Central Bank Pivot – June 20, 2022
Bonds Are Still Not Cheap – June 13, 2022
Oversold Bounces, But The Cycle Has Further To Run – June 6, 2022
Government Bonds: A Decade Of No Real Returns – May 31, 2022
Investment Cycles: Shorter And Less Profitable – May 23, 2022
U.S. Inflation: A Reprieve For Bonds? – May 16, 2022
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