Asset Allocation Strategy May 2025 | One step forward, two steps back
02 May 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 and transportation: the basics09 October 2020
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Real assets: telecom infrastructure & 5G09 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