HEWC News and Press, iShares Currency Hedged MSCI Canada From 09/08/21

To date, 2021 has been as almost good as it gets for equity investors. Any slowdown in growth has yet to feed into consensus earnings forecasts which have continued to increase over the summer. Investors have few high-yielding alternatives for as long as real and nominal bond yiel...

The first full week of September is jam-packed. The highlights include the ECB meeting and China's inflation. The Reserve Bank of Australia and the Bank of Canada also meet. The key issue is that the ECB boosted its bond-buying under the Pandemic Emergency Purchase Program. The un...

The Canadian economy lost momentum in its road to recovery in the second quarter of 2021. The cooling housing market and ongoing supply chain disruptions weakened economic activity in Q2. Risks to the Canadian economy remain as the Delta variant spreads quickly in Canada. Fo...

Canada’s economy unexpectedly shrank 0.3% in the second quarter for an annualized contraction of 1.1% versus the consensus forecast of a 2.5% gain. Declines in home resale activities and exports were the largest negatives. Homeownership transfer fees shrank 17.7%. Constraints i...

Canadian business investment has only made modest strides after slumping at the onset of the pandemic. Abdelrahman: Recent indicators point to some upside to our outlook for business investment. The rising presence of the Delta variant may more broadly impede some large-scale inve...

The July CPI report for Canada, and as expected, the annual rate of inflation remains high courtesy of comparisons to lockdown pricing in 2020. From a global perspective, disruptions to supply chains are not disappearing quickly. Like the last cycle, everyone has to hope that the ...

After the pandemic’s initial spending splurge, the bill is due, and global growth is mean-reverting again. Treasury yields are confirming the disinflationary ride as we thought that they should. Similar trends are unfolding in the great hot north, with Canadian government b...

Pipelines and real estate sectors have performed very well versus the broader market in 2021. Hunter: Merger & acquisition activity has been a catalyst for the pipeline sector. Hunter: We are bullish on the real estate sector. For further details see: Pipelines And R...

The pace of Canadian housing activity is slowing from first-quarter levels. Home price growth has eased considerably since March. Sondhi: Housing sales will remain healthy. For further details see: Canada's Housing Market Is Cooling. Have We Hit A Peak?

Our newly released findings from the second quarter of 2021 indicate that the volatility surrounding the recent reversal in market sentiment is creating additional opportunities for skilled managers. We expect this to remain the case in the months ahead as concerns over inflation and ...