The macro trends for low bond rates remain, including long-term demographic changes. The stocks of corporate-bond issuers may be more attractive to investors as a…
At a time when government issues and top-tier corporates are priced to produce negative real yields, why hold bonds at all?
A significant drop in house prices would be needed to trigger major loan losses for these alternative mortgage lenders
A year of confusion and uncertainty in U.S. and Canadian markets is making investing choices unusually difficult
Between political and economic uncertainty, skittish investors and oceans of cheap money, historically low rates are likely to be typical for years to come
Fintechs with long-term contracts have steady revenue, but organic growth can be challenging due to the nature of the services
Bonds that mature when your grandchildren will be hitting middle age are selling out. But if interest rates and inflation finally start to rise, these…
Huge stock market crashes historically have occurred every 40 years or so. Such a period may be at hand, with some numbers signalling a stunning…
Bonds with interest rates in negative territory may seem daft, but many smart money managers are loading up on them. Insurance against plummeting stocks is…
Although markets have stabilized, the value of the pound has dropped and likely will fall further. That creates opportunities
Amid weaker than expected economic growth in the U.S., flat rates and unknowns such as the fallout from the Brexit vote, bond investors may want…
The commodities slump has hit independent investment banks hard. But better days could be ahead
Investors looking for safety at all costs are piling into ultra-low and negative-rate government bonds. But if and when normal interest rates return, these bonds…
Two companies in the P&C sector are worth a look. These firms' prospects are good and the shares are reasonably priced
A new type of bank bond, contingent convertibles, offers higher yields than more senior bank debt. But CoCo bonds are converted to shares if the…
Low interest rates and losses in the energy sector are putting downward pressure on the shares of large lifecos. These solid companies could offer investing…
The reality is that trying to predict the price of gold is like trying to forecast the path of a tornado
The price of gold has shot up in only a few months from new lows last autumn. Mining shares have gained strongly as a result.…
Every section of the Canadian and U.S. stock markets has been knocked out of bullish trends or pushed further down
As sentiment eventually gives way to reality, interest rates will rise, which will fuel a rebound in banking stocks
With their falling share prices, high-quality global small- and mid-cap stocks may present appealing options for clients willing to look beyond large companies
With equities markets in a serious correction, bonds are rallying in a flight to quality and options premiums have moved sharply higher