After a difficult month of December, financial markets started the New Year with optimism. Does this herald a sustained uptrend? Or is this a classic positive reversal, as we often see in January, but which, in the end, will not last much longer than a typical New Year's resolution?
A guide to broad market and economic trends, our Flip Book should serve well as a reference guide for the busy investor. Make sure not to miss our Myths and Realities section, where we breakdown and debunk commonly held investment beliefs.
Once again, the financial markets had an eventful quarter, with investor sentiment swinging back and forth between pessimism and optimism. Read on for our latest quarterly base-case scenario, where we review the key market events of the past few months, our outlook for the coming quarter, and the key risks underlying these expectations.
After assuring last year that it would maintain an accommodative monetary policy stance for a long time, the Fed is now announcing that it is deliberately moving its policy into restrictive territory. Why? And more importantly, what does this mean for the economy and for financial markets?
Our annual Long-Term Market Expectations report presents our return and volatility forecasts for the next five years. These go on to form the basis of our Capital Allocation Line, an important input into NBI’s Strategic Asset Allocation and portfolio construction effort.
After a rather bullish start September, equity markets fell sharply on September 13th after inflation figures came in above expectations. As of this writing, the S&P 500 is down well over 3% with more severe declines for technology stocks but less significant ones in Canada. Check out our most recent analysis of current market events.