Insights

A Closer Look at Infrastructure, Real Estate, and Agriculture. Investors have given little thought to inflation until recently as it has remained largely in check even though the 2008 financial crisis and the COVID-19 pandemic prompted some central banks to engage in quantitative easing — buying longer-term securities to increase the supply of money and […]

The Canadian industrial real estate market has experienced tremendous growth over the last ten years, accelerating its pace in the last few years especially. The fundamentals have been and will continue to be exceptionally strong. The clear outperformers in the nation’s major markets are Toronto, Vancouver, and Montreal, experiencing 9.0%, 7.1%, and 5.1% annualized, respectively. […]

The Bank of Canada is maintaining its extraordinary forward guidance on the path for the overnight rate. According to the Bank of Canada’s April 2021 projection, the expected timeline for a policy interest rate hike off the effective lower bound is expected sometime in the second half of 2022. As the global economic outlook continues […]

As populations get inoculated and larger parts of the economy reopen, the powerful revitalization in confidence should unleash massive amounts of pent-up demand, particularly as savings remain extraordinarily elevated around the world. While the factory sector has demonstrated a growing resilience during the pandemic, the resumption in services sector activity should make way for more […]