Investment strategies

Insights into navigating asset markets in late-cycle phases.

Bond yields have marched higher in recent weeks. With many factors at play, we explore the reasons behind the moves.

Please click on this link to see our most recent annual Responsible Investing (RI) Update.

Exploring the stealthy rise of US deficits and the quiet shift in fiscal policy amid economic gains.

Navigating August’s market: Resilient assets, easing inflation and potential growth resurgence?

Are interest rates sufficiently high given the housing market’s resilience?

Economic resilience has given way to some optimism in equity markets, but under the hood, markets appear more fragile.

While the BoC paused rate hikes, other central banks raised them. What could this mean for Canada?

Our insights on bank failures and tightening lending standards and how rate hikes impact markets.

On International Women’s Day, we hosted a panel discussion focused on our Women in Leadership (WiL) initiative that aims to tackle issues contributing to gender imbalances in the workplace.

The recent market cycle can be characterized by numerous unusual aspects. Many of these relate to being in a highly inflationary environment for the first time in more than 40 years, a climate that predates the majority of today’s market participants. This month’s Outlook highlights some of the effects of inflation that are offering perplexing signals as investors navigate through this inflationary environment.

We recently published our 2023 Financial Markets Forecast, which presents a comprehensive review of our investment thinking for the year to come. Therefore, as in years past, we devote the February edition of Outlook to providing an annual update on organizational developments at Connor, Clark & Lunn Investment Management (CC&L). The one overriding mission for our firm is to ensure that we put the necessary amount of time, energy and resources into managing mandates and meeting the performance objectives of our clients, accompanied by industry-leading standard of service. In this edition of Outlook, we provide an update on our business and our commitment to reinvesting in the company to ensure future success both for our clients and the organization.

This year’s Forecast looks at the secular themes that underpin our outlook, and then considers the shorter-term cyclical factors influencing the outlook for the economy, inflation, and monetary policy. We examine market valuations and taking into account all these factors, we set the framework for our portfolio strategy. Throughout the next year, updates to our Forecast will be highlighted in our monthly newsletter – Outlook.

The nearterm economic deterioration fable for Canada has been well told. Canada’s citizenry is engaged in a love affair with real estate. Not needing, yet still benefiting from the global drop to near-zero interest rates we embraced home ownership, taking on massive mortgage debt to pay for increasingly expensive homes.

We discuss the approach to delivering returns from fixed income by using alternative tools.