Our flagship publication, Asset Allocation Strategy, provides readers with our monthly look at what’s been moving markets, their impact on our macroeconomic outlook, and our resulting portfolio strategy across asset classes.
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.
Near the start of every quarter, the CIO outlines three scenarios that highlight the group' s economic outlook for the coming year, as well as upside and downside risks and probabilities reflecting their level of conviction. This publication also provides financial forecasts from our partners at NBF Economics and Strategy.
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.
Our Strategic Reports provide thought leadership on a broad range of economic and financial topics. Our latest report, To Hedge or Not To Hedge: That Is the FX Question!, looks more closely at whether foreign currency exposure is worth the risk for a Canadian investor.
Stock markets fell sharply on June 11. The S&P 500 dropped 5.9% (worst day since March 16) to close to its 200-day moving average. This takes its month-to-date performance to -1.4%, and -7.0% for 2020.