MARKET COMMENTARY

Are Central Banks Heading in Different Directions?

Two key themes for 2018: inflation expectations and shifting monetary policy...

01.30.2018 - Vincent Tonietto - Vice President, Portfolio Manager

Are Central Banks Heading in Different Directions?

"When you're testing to see how deep water is, never use two feet."
- Benjamin Franklin

As investors size up the new year, monetary policy remains a familiar theme. Right now it’s fairly accommodative worldwide. Despite recent increases in North America, interest rates hover near historic lows. Broad economic growth hasn’t yet translated into inflationary pressures. However, we believe the expectation for higher inflation will influence markets going forward. We also think central banks may begin going their separate ways in setting policy as growth and inflation expectations become more localized.

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MARKET COMMENTARY

Finishing 2017 on a Positive Note

01.30.2018 Ian Riach, Chief Investment Officer

Global equity markets finished strong, supported by robust economic growth and benign inflation. See what role markets like the United States and Canada played.

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MARKET COMMENTARY

Taking Stock of European Equities

01.30.2018

See what they’re saying about investing in this mature bull market, new eurozone market trends, and why there’s no room for complacency.

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