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Latest news in Research & Markets

Four trends to watch in China through the recovery

In China, keeping the novel coronavirus under control is key to maintaining the economic recovery, and there are reasons to be optimistic, despite a breakdown…

Are markets being driven by FOMO?

As central banks stepped into the market to fund operating losses, the ability to raise capital has usurped the natural function of markets: price discovery,…

  • By: Yaelle Gang
  • September 3, 2020 December 6, 2020
  • 11:50
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Economists agree we’re in a recession, but there’s little consensus on why

Economists say there is no doubt that Canada is experiencing a recession, but the exact criteria determining one is underway can be fraught with confusion.…

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What does a rise in Robinhood traders mean for institutional investors?

During and after the market crash of this year’s first quarter, retail traders flocked to the various commission-free online brokerages in droves. These traders began…

Canadian economy posted record drop in second quarter due to pandemic

The Canadian economy suffered its worst three-month stretch on record in the second quarter as the economy came to a near halt in April before…

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Macklem says central bankers must speak simply or risk losing public trust

The head of the Bank of Canada made an international pitch to his fellow central bankers on Thursday to forge closer ties with average citizens…

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Fed: Rates to stay ultra low even after inflation picks up

The Federal Reserve announced a significant change Thursday in how it manages interest rates by saying it plans to keep rates near zero even after…

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Bank of Canada eyes effect on wealth, income distribution in review: Wilkins

The second-in-command at the Bank of Canada said Wednesday that any changes to the underpinning of its monetary policy will be judged against how they…

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CFOs overconfident on market predictions: paper

Chief financial officers may be over-confident when it comes to investment forecasts, even when they’ve been proven wrong in the past, according to a new…

  • By: Staff
  • August 26, 2020 December 6, 2020
  • 08:29
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Bank of Canada looks for broader input in updating inflation target framework

The Bank of Canada is turning to the public for input on its inflation-rate target that underlies any changes to the central bank’s trend-setting interest…

CPPIB highlights four post-coronavirus habits to impact investment portfolios

Four types of new habits and perspectives are expected to define the post-coronavirus era and could impact investment portfolios, according to new analysis by Thinking…

  • By: Staff
  • August 20, 2020 December 6, 2020
  • 16:00

How will China play into Canadian pension portfolios as exposure inches higher?

The rallying cry that China is simply too significant a part of the world’s economy to leave out of a well-diversified portfolio is about to…

Is China’s economic recovery sustainable?

China’s V-shaped economic recovery continued for a fourth consecutive month in June, led by strong domestic demand. And if the novel coronavirus remains under control,…

Looking beyond the U.S. for quality fundamentals at the right price

US equities have dominated their global peers over the past decade. As of 30 June, the S&P 500 had returned 14.5 per cent per annum…

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Are hedge fund activists value creators or just good stock pickers?

Hedge fund activism is associated with higher short- and long-term returns, but is this because activists are value creators? Or are they just good stock…

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Fed sees dim economic outlook as virus squeezes economy

Federal Reserve Chair Jerome Powell warned Wednesday that the viral epidemic is endangering the modest economic recovery that followed a collapse in hiring and spending…

Survey: Business economists sketch a more hopeful outlook

The economic outlook of U.S. business economists has improved over the past three months, though their sunnier view may be jeopardized by the resurgence of…

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June inflation rate turns positive amid early stages of economic reopening

The country’s inflation barometer turned positive last month after two months of deflation as the consumer price index increased by 0.7 per cent in June…

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Higher tax rates expected in Biden administration

Former vice-president Joseph Biden will inherit an economy beleaguered by the battle against the coronavirus if he wins the election in November. The recession will…

  • By: Katie Deal
  • July 23, 2020 December 6, 2020
  • 08:00

OSFI to resume policy development work in fall

The Office of the Superintendent of Financial Institutions is set to restart its policy development work this fall. The OSFI suspended consultations and policy development…

  • By: Staff
  • July 16, 2020 December 6, 2020
  • 07:45
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If private equity doesn’t perform, is it worth institutional investors’ trouble?

As private equity investments become more commonplace in pension fund portfolios, is the asset class really worth it? According to a paper by Ludovic Phalippou,…

  • By: Staff
  • July 15, 2020 December 6, 2020
  • 08:52

Statistics Canada analysis suggests small hit to inflation from pandemic

Statistics Canada says Canadians’ buying patterns changed so much during the coronavirus pandemic that its measure of consumer inflation went a little wobbly. The agency…

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Dry powder in distressed private capital space at record high

There’s a record amount of dry powder sitting in the distressed private capital space, according to new data from Preqin. Between distressed debt, special situations…

  • By: Staff
  • July 9, 2020 December 6, 2020
  • 08:43

Liberals foresee high unemployment, $343 billion deficit due to coronavirus

Nearly two million Canadian workers could remain unemployed this year, according to forecasts in the federal government’s long-awaited “fiscal snapshot.” The document released Wednesday details…

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Bank of Canada survey says business hiring plans remain muted due to pandemic

The Bank of Canada’s latest review of business and consumer expectations has revealed how widespread uncertainty is muting rehiring and purchasing plans, published days before…