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Americas CIO View

Bond buyers beware of a stimulus-industrial complex

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Equities Overview

Apr 07, 2021 Equities

Americas CIO View

By: David Bianco

First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more

Equities
Mar 26, 2021 Equities

Americas CIO View

By: David Bianco

Rising Treasury yields: how high will they go?

Equities
Mar 19, 2021 Macro

Market Outlook | An unusual upswing is gaining pace

The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.

Macro, Fixed Income, Alternatives, Equities, Multi Asset
Mar 11, 2021 Equities

Americas CIO View

By: David Bianco

Equity investing with earnings quality considered

Equities
Feb 22, 2021 Equities

Americas CIO View

By: David Bianco

Amazing S&P 500 net profit margins: 12% overall and 24% at tech.

Equities
Feb 03, 2021 Equities

Americas CIO View

By: David Bianco

A longer Covid-19 tunnel: prefer bond substitutes over recovery stocks

Equities

Further articles

May 07, 2021

U.S. economy should support real estate

The U.S. real-estate sector looks set to get a boost from strongly improving demand at a time of still somewhat constrained supply. Not all sub segments are likely to benefit equally, though.
May 04, 2021 Macro

Investment Traffic Lights

April was a pleasant month for most investors.
Apr 30, 2021 Currencies

Canadian early birds

What will happen to central-bank purchases and currencies as the Covid crisis recedes? Canada offers some early clues.
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