A contrarian approach to inflation, interest rates and the markets
Inflation and interest rates are likely to rise in 2022. Here’s how to reposition portfolios in response.
Inflation
Making sense of the markets this week: December 19
The Fed ushers in a new rate hike regime, and we might see green inflation on the way. Also,...
Making sense of the markets this week: October 17
They’re saying “winter is coming” for the U.S. stock market, Q3 earning season kicks off, IMF inflation warning and...
Making sense of the markets this week: July 26, 2021
Evidence that buying the dip isn't the brag investors might think; more dispatches from earnings season; what you need...
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Making sense of the markets this week: July 19, 2021
Inflation is likely to stick around for a while—here's how to deal with it. Plus, highlights from earnings season,...
Making sense of the markets this week: June 21, 2021
A condo developer's latest business plan could shut even more Canadians out of the real estate market; winning and...
Making sense of the markets this week: June 14
Keeping an eye on inflation; tech stocks are cheaper than they were in 2000; emerging markets for post-pandemic diversification;...
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How to inflation-proof your portfolio
Investors who fail to make adjustments could be exposing themselves to more risk