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Learn more about the markets, the economy and current trends in the financial industry.

Thumbnail of the section Base-case scenarios

Financial vulnerabilities are emerging | Base Case Scenario | Spring 2023

The highly volatile market environment that characterized most of 2022 continued into the first quarter of the new year, with economic data sending often contradictory messages. Read on for our latest quarterly base-case scenario, where we review the key market events of the past few months, our outlook for the coming quarter, and the key risks underlying these expectations.

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Thumbnail of the section Quick Takes

What are the ripple effects from the Silicon Valley Bank bankruptcy? | Quick Take | March 13, 2023

Tensions have escalated in the market following the flash debacle at Silicon Valley Bank, but, for now, the negative consequences are mostly seen within the already struggling regional US banking sector. Nevertheless, here is our update on the situation.

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Thumbnail of the section Asset Allocation Strategy

Land of confusion | Asset Allocation Strategy | March 2023

After an optimistic start to the year, investor sentiment deteriorated slightly in February as a series of economic data challenged the rosy picture painted by markets.

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Thumbnail of the section Strategic Reports

Demystifying inflation: Questions and answers | Strategic Reports | February 2023

Inflation was at the forefront of the news in 2022 and remains so as we enter 2023. In order to demystify this complex economic concept, this Strategic Report is presented in a  “Question and Answer” format in which we endeavour to respond to the many queries – some simpler, others more complicated – inspired by discussions we have had with several investors over the past two years. 

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Thumbnail of the section Quarterly Flip Book

Quarterly Flip Book | Winter 2022

A guide to broad market and economic trends, our Flip Book should serve well as a reference guide for the busy investor. Make sure not to miss our Myths and Realities section, where we breakdown and debunk commonly held investment beliefs.

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Thumbnail of the section Long-Term Market Expectations

Navigating troubled waters | Long-Term Market Expectations | 2022-2027

Our annual Long-Term Market Expectations report presents our return and volatility forecasts for the next five years. These go on to form the basis of our Capital Allocation Line, an important input into NBI’s Strategic Asset Allocation and portfolio construction effort.

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