Selective Progress Amid Trade Tensions

Canada was one equity market that progressed in Q2, despite overarching trade tensions among major powers. See how other markets fared.

06.30.2018 - Ian Riach, Chief Investment Officer

Trade news dominated headlines during the second quarter, with the focus reaching far beyond NAFTA talks. Following through with earlier threats aimed at major US trading partners, President Donald Trump implemented steel and aluminum tariffs. Canada, Mexico, the eurozone and China responded with retaliatory tariffs on an array of US products, igniting fears of a broad trade war. Despite uncertainty prompted by US trade policies, developed world equity markets managed to post gains, with Canada leading the way.

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Q2 Produces Uneven Results

06.30.2018 Scott Guitard, Vice President, Portfolio Manager

Read where the strategy succeeded and faltered in Q2, as well as the thinking behind adding global bonds to the fixed income mix.

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Digging for Opportunity in Canadian Corporate Bonds


After a record-setting 2017 in Canada’s corporate bond market, what’s happening now? Read about the current squeeze...

Digging for Opportunity in Canadian Corporate BondsPREVIOUS POST