Justin Truong of Mackenzie Investments says we’d better get used to structurally higher inflation and tighter financial conditions
Zeba Mirza, senior research analyst at Foyston, Gordon & Payne, says meeting Europe’s LNG needs will be a long-term challenge.
Zeba Mirza, senior research analyst with Foyston, Gordon & Payne, says meeting Europe’s LNG needs will be a long-term challenge
David Rindegren of C Worldwide Asset Management says while central bankers fight inflation, governments are fuelling it to please voters
Fergal Sarsfield of Setanta Asset Management says Europe is home to strong international companies that are currently undervalued because of geopolitical risk
Adam Rivers of Mackenzie Investments says with lower price return expectations, dividends could represent 70% to 100% of an equity investor’s returns
Chris Dillon of T. Rowe Price says markets are more volatile and complex since 2020, ushering in new approaches to economic analysis.
Alberto Boquin of Brandywine Global Investment Management says there's been a lot of talk about a coming commodity super cycle; the only thing missing is investment
Garrett Norman of J.P. Morgan Asset Management says investment will play a big role in making cities greener
Konstantin Boehmer of Mackenzie Investments says despite a rough start of the year for fixed income, the tide is turning