Asset Allocation Strategy April 2025 | Second thoughts
01 April 2025
Market and macroeconomy
Timely analysis and commentary from NBI's CIO Office on macroeconomic and sociopolitical trends that may impact global financial markets
Articles
Podcasts
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The challenges and potential of a net zero economy18 April 2025 -
Exploring opportunities in senior bank loans30 January 2025
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2025 Global Insights with Goldman Sachs13 December 2024
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Private credit: Exploring growth and opportunities15 November 2024
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The Fed's policy shifts: Impact on the economy and markets11 October 2024
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Emerging markets: Where are the opportunities today?10 June 2024 -
Canadian economy: Slowdown and rate cuts06 May 2024
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Fixed income: Strategies in a slowing economy23 January 2024
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2024 Global Market Outlook08 December 2023
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Canada’s growth and competitive advantage17 October 2023
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Discovering opportunities in global small caps18 September 2023
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Economic and geopolitical talks: One year later07 June 2023
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The Power of ESG Integration in Investment Decisions18 April 2023
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Bonds are back in vogue15 March 2023
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2022 in the rear-view mirror! Any blind spots for 2023?20 January 2023
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The power of dividend growth for today’s investor15 December 2022
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ETF opportunities in today’s markets18 October 2022
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Inflation, economic growth and markets16 June 2022
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Analysis of responsible investment regulations02 May 2022
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Russia-Ukraine war: economic and geopolitical analysis (episode 2 of 2)31 March 2022
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Russia-Ukraine war: economic and geopolitical analysis (episode 1 of 2)18 March 2022
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Inflation, interest rates, and monetary policies: February 202224 February 2022
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Why promote diversity and inclusion?01 December 2021
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Markets, inflation and monetary policy: an overview29 September 2021
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One year later: Market oulook16 June 2021
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Integrating the UN Sustainable Development Goals into an investment philosophy22 April 2021
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Emerging markets: trends, opportunities & ESG26 February 2021
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Active listening: A tool to better understand others21 December 2020
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Real assets: telecom infrastructure & 5G09 October 2020
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Real assets and transportation: the basics09 October 2020
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What are real assets?25 September 2020
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Stocks vs. Bonds: Decoding Different Signals25 June 2020
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Explaining the rise in popularity of responsible investing and ESG15 May 2020
Videos
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5 • 4 • 3 | High economic uncertainty06 March 2025 -
5 • 4 • 3: A spectacular year to put into perspective04 December 2024
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5 • 4 • 3: What can we expect from markets?10 September 2024 -
5 • 4 • 3: Rate cuts begin06 June 2024
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5 • 4 • 3: A soft landing like it’s 1995?05 March 2024 -
What’s in store for the economy and inflation in 2024?12 December 2023
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Outlook 2024: two expert perspectives22 November 2023