Market Insights

Investor confidence takes a hit in Q3

Here's a shock: international business and political events shook the confidence of Canadian investors in the third quarter.

By Staff |October 20, 2011

1 min read

Economic Indicators

Europe remains a global challenge

If there is one upside to the European sovereign debt crisis, it may be that it allows the U.S. to look quite good in comparison. A "there but by the Grace of God" sense was in full display among the speakers at the recent CFA Institute Conference in Boston, Mass.

By Vikram Barhat |October 20, 2011

3 min read

Economic Indicators

Only structural change can heal global system

There is something fundamentally amiss with the global economy and it will take structural change to set things right.

By Vikram Barhat |October 18, 2011

3 min read

Market Insights

Weekly Pulse: Half empty is half full

Whoa. It seems a three-day Thanksgiving weekend was all it took for investors' sentiment to shift dramatically from pessimism to optimism. When sentiment shifts it usually does so in a hurry. A generally positive start to corporate earnings season coupled with positive news out of Europe pushed bond yields higher and helped stocks extend their rally to three consecutive weeks.

By David Andrews |October 17, 2011

4 min read

Ignore the gloom and doom

Mark Twain famously called Wagner “a composer whose music is better than it sounds.” The same could apply to global markets these days. There is much doom and gloom out there, but it’s better than it sounds.

By Don Reed |October 14, 2011

4 min read

The risk in emerging markets is ignoring them

Investing in emerging markets is inherently risky, but foregoing the opportunity they present could be even riskier, especially at a time when growth in the developed world has been falling, floundering and flat-lining.

By Vikram Barhat |October 14, 2011

3 min read

Dector rides the small cap roller coaster

When you catch the up-cycle in small caps, the rewards can be high. But catch falling stocks and the results are ugly. Michael Dector should know: he opened the Redwood Global Small Cap Fund in August 2008.

By Scot Blythe |October 13, 2011

5 min read

Europe pulls a Jekyll and Hyde

While this week brought us some influential manufacturing and employment data out of the U.S., the driver of the capital markets continued to be Europe. The week had a dreadful start as fears continued to escalate that European governments were ill prepared to deal with the potential fallout from a sovereign debt default, namely Greece.

By Gareth Watson |October 11, 2011

5 min read

Market Insights

Investor confidence takes a hit in Q3

Europe remains a global challenge

Only structural change can heal global system

Weekly Pulse: Half empty is half full

Ignore the gloom and doom

Alpha’s residual nature

The risk in emerging markets is ignoring them

Dector rides the small cap roller coaster

Emerging markets losing steam

Europe pulls a Jekyll and Hyde