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Scott MacKenzie President
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Kevin Barber CAO
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Bryan Moffitt COO
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Kevin Robinson CFO
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Paul Stapleton CTO
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Joel Bernard Head of Sales and Relationship Management
Sales and Business Development
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Stephen Cosburn VP, Sales and Relationship
Management
(416) 216-2670
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Lawrence McCann VP, Sales and Relationship
Management
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Giles Anderson Regional Director, Sales and
Relationship Management
(416) 216-4491
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Brett McKinstry Director, Sales and Relationship Management (416) 216-4430
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Tisha Lawton VP, Product Solutions (416) 216-2650

Market Commentary

stylized image of globe and graphs for monthly Jurrien Timmer commentary

Outlook 2020: Play the Middle, Protect the Tails

December 2019

With rising U.S. equity markets, Jurrien Timmer, Director of Global Macro, raises an important question: Is this market optimism justified? Jurrien takes a closer look at historical market movements and recent fiscal policy to determine how investors could plan for 2020.

stylized image of globe and graphs for monthly Jurrien Timmer commentary

Everybody ready for the 2020s?

November 2019

What could financial markets look like in the next decade? Jurrien Timmer, Director of Global Macro, studies the important strategic investment questions shaping the next decade, including inflation, deflation and one of the largest demographic changes in history.

image for Business Cycle Update - photo showing different stages of butterfly emerging from pupa

Mature U.S. and global business cycles

October 2019

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess key factors influencing the outlook for the U.S. and global economies as of September 2019.

 

stylized image of globe and graphs for monthly Jurrien Timmer commentary

What if the Bear Market is Already Over?

October 2019

Could the secular bull market continue? Jurrien Timmer, Director of Global Macro, takes a close look at valuations and explains how recent P/E trends may indicate an extended secular bull market.

stylized image of globe and graphs for monthly Jurrien Timmer commentary

The Market Has a Math Problem

September 2019

With earnings estimates slipping and an ongoing trade war, what can be the catalyst that moves markets up from current levels? Jurrien Timmer, Director of Global Macro, analyzes earnings estimates, profit margins and the importance of equity risk premiums in the current market environment.

stylized image of globe and graphs for monthly Jurrien Timmer commentary

Revisiting the Secular Context

July 2019

Will investors experience an extended business cycle? Jurrien Timmer, Director of Global Macro, examines the implications of recent Fed interest rate cuts and changing P/E ratios on the global business cycle.

stylized image of globe and graphs for monthly Jurrien Timmer commentary

Storm Clouds and Silver Linings

August 2019

Will equity valuations be enough to lessen market pressure? Jurrien Timmer, Director of Global Macro, examines the interplay of equity valuations, trade tensions and weakening earnings growth.

image for Business Cycle Update - photo showing different stages of butterfly emerging from pupa

Global economy continues to mature

June 2019

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess key factors influencing the outlook for both the U.S. and the global economy as of June 2019.

 

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