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As second quarter earnings results trickle in, two Canadian banks fell short of analysts’ expectations. On today’s episode, portfolio managers Alfred Lee, Chris McHaney and your host, Mckenzie Box, examine the markets’ initial reaction. They also discuss higher loan-loss provisions, gold prices, factor-based ETFs, the U.S. debt ceiling deadline, and investing in China.
U.S. inflation eases to 4.9% in April, its lowest rate in two years. On today’s special episode, portfolio managers Matt Montemurro, Vishal Bhatia and your host Mckenzie Box explore whether this data will influence the Fed’s potential pause. They also discuss gold’s recent rally, when we could see yield curve normalization and Big Oil’s profits.
2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes.
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