Investments

What’s driving commodities? Scarcity

Canadian investors are well versed in the volatility of commodity prices. Recent months have reinforced the connection between the value of industrial inputs and the returns of the stock market. Less understood, however, is what is causing commodity volatility. There’s no question that macroeconomic shocks—such as the earthquake/tsunami in Japan and political turmoil in the […]

By Staff |April 26, 2011

3 min read

Tools for macroeconomic events

Our hearts and thoughts are with the Japanese people in this moment of darkness. From it, the volatility in financial markets, across all asset classes, has been nothing short of breathtaking and, it must be managed

By Pascal Bancheri |April 25, 2011

4 min read

Emerging markets battle inflation

After briefly losing some investment inflows to developed markets, especially the U.S., emerging markets have pulled back the pendulum of inventor mood with measures to rein in inflation. The first quarter of 2011 saw about $18.6 billion leave emerging market equity funds, about the same as gained by the U.S.-dedicated equity funds during the period, […]

By Vikram Barhat |April 25, 2011

3 min read

Infrastructure financing improving

The current state of infrastructure in Canada and its future development compare favourably with the rest of the world. An expert panel at the recent EuroMoney Canada Forum painted a rather rosy picture of Canada’s current infrastructure situation. There were, of course, comparisons drawn between the infrastructure financing in Canada and in the U.S. and […]

By Vikram Barhat |April 20, 2011

3 min read