trade – Benefits Canada.com

Bidenomics: More stimulus, tougher regulation and gridlock

mschmit — Thu, 12 Nov 2020 05:25:46 +0000

President-elect Joe Biden will inherit a vulnerable economic recovery under threat from a resurgent virus, likely with a divided Congress that will hinder his ability to address the challenges. Yet despite the obstacles, the former vice-president and senator will pursue a drastic shift in America’s economic policy. He has vowed to reverse much of the […]

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What trends should investors watch in China’s economic recovery?

mschmit — Wed, 28 Oct 2020 04:30:08 +0000

While speaking at the Canadian Investment Review’s 2020 Global Investment Conference in September, Catherine Yeung, investment director at Fidelity International, provided an overview of key trends for investors to watch, given the rising prominence of China in global portfolios. In the wake of the coronavirus crisis, e-commerce usage across the country has accelerated, said Yeung. […]

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Federal spending could be catalyst for industrials

mschmit — Fri, 23 Oct 2020 03:12:57 +0000

The potential size and scope of future federal spending bills to bolster the economy, especially an infrastructure measure, would have important implications for the industrials sector. After passing the Tax Cuts and Jobs Act, President Donald Trump issued an infrastructure agenda that never resulted in legislation. Should he win re-election, Trump could push for a […]

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Phase one China trade deal: Key issues unresolved until after U.S. election

mschmit — Thu, 05 Mar 2020 11:21:58 +0000

The phase one trade deal between the U.S. and China was presented by the Trump administration as an “historic and enforceable” agreement that “begins rebalancing the U.S.‑China trade relationship.” While the pact makes incremental progress on issues like purchases of U.S. exports and market access, it more likely signals a détente, suggesting that trade tensions […]

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U.S.-China trade relations see short-term calm, but clouds remain for 2021

mschmit — Thu, 06 Feb 2020 03:07:10 +0000

The recent publication of the U.S.-China trade deal and the final macroeconomic numbers for 2019 should set the stage for healthy economic performance and stronger market sentiment in China in 2020. But the risk of a return to tense relations between Washington and Beijing looms over 2021 and beyond. President Donald Trump appears to believe […]

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Easing trade tensions bode well for emerging market stocks

mschmit — Thu, 23 Jan 2020 11:09:50 +0000

Several factors are pointing to a possible rebound in emerging market stocks this year. Stocks in China and other developing economies notched solid gains in 2019, but lagged the blockbuster market returns delivered by publicly traded companies in the U.S. and other developed economies. The U.S.-China trade war and signs of slowing global economic growth […]

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China’s economic slowdown deepens, weighing on global growth

mschmit — Fri, 18 Oct 2019 05:24:35 +0000

China’s economic growth sank to a new multi-decade low in the latest quarter as a trade war with Washington deepened a slump that is weighing on the global economy. Growth in the world’s second-largest economy slipped to six per cent in the three months ending in September, down from the previous quarter’s 6.2 per cent, […]

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Rising temperatures, global trade collapse, cybercrime top list of extreme risks for investors: report

mschmit — Wed, 11 Sep 2019 05:41:29 +0000

The top three extreme risks for investors to watch are global temperature change, global trade collapse and cyber warfare, according to a new report by Willis Towers Watson’s Thinking Ahead Institute. In the report, extreme risks are considered events that are highly unlikely to occur — but could have a large impact on economic growth […]

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How can institutional investors capture South Korea’s next wave of growth?

mschmit — Mon, 26 Aug 2019 05:38:53 +0000

Looking at South Korea today, it’s hard to believe the country was one of the world’s poorest just a few decades ago. But since the 1960s, its economy has been growing quickly. “In fact, from the mid-1960s to the mid-1970s, it had one of the highest growth rates in the world, and at times in […]

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Markets waiting for clarity on macro uncertainty

mschmit — Thu, 25 Jul 2019 05:01:13 +0000

While there are signals that the global economy is slowing down, it doesn’t appear to be quite at recession levels. “That has major investment implications,” said Alec Young, managing director of global markets research at FTSE Russell, in a webinar on Wednesday. Trade uncertainty is a big part of recent sluggishness in markets, he said. […]

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