Market Insights

Decorative pattern

Market Insights

The case for Japanese equities

Global growth continues to drive markets, and Japan is no exception. “Against all odds, the [Japanese] economy is surprising on the upside,” says CIBC deputy chief economist Benjamin Tal in a weekly economics report. “Against the odds,” he says, because Japan has an aging population. Read: Looking at real estate? Go global However, an influx […]

By Staff |December 4, 2017

2 min read

Decorative pattern

Industry

How to analyze board diversity

Here's how one portfolio manager accounts for board diversity

By Melissa Shin |November 28, 2017

3 min read

Decorative pattern

Market Insights

Bitcoin buoyed by investor behaviour

If you’re interested in investing in bitcoin, here’s the first thing to know: the currency isn’t tethered to the economy, as are fiat currencies, commodities and real estate. Read: Canada to get its first cryptocurrency ETF With fiat currencies, for example, “loss of spending power is a small risk in most developed countries where central […]

By Staff |November 27, 2017

2 min read

Decorative pattern

Market Insights

Where to find alpha

Generating alpha is the name of the game in investing, but where to find it? That question is explored in a report by Richardson GMP, in which the authors explain that alpha must be taken from someone else. After all, when you buy a stock, someone else—with a different viewpoint—has to sell it. “To take […]

By Staff |November 27, 2017

2 min read