Market commentary

David Wolf, David Tulk and Ilan Kolet: Modelling Behaviour

July 2022

While macro-economic models are widely used across the investment industry, the ability to understand what may be wrong with them and position investments accordingly may help outperform the markets. In their latest paper, the GAA team discusses how they are taking advantage of model-driven consensus to enhance return in a risk-controlled way for Canadian fundholders.
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The Correction: Just Valuations, or Earnings Too?

June 2022

Jurrien Timmer, Director of Global Macro, explores valuations, earnings estimates and inflation expectations to understand the latest market correction.
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Webcast: Institutional investor perspectives on digital currencies

July 2021

In case you missed it, watch Giles Anderson, Director, Fidelity Clearing Canada, and Christine Sandler, Head of Sales and Marketing, Fidelity Digital Assets, as they discuss recent trends and research on digital currencies and the surprising evolution of institutional investor sentiment in North America.
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