Exploring the North American Markets

Time to switch focus to developed markets?

Perhaps in times of volatility it is best to stick with reliable developed markets. This collection of timely research pieces provides investors with a wealth of data and insights on the American and Canadian markets and economies. Allocators can find analysis on U.S. equities, American agriculture, and much more.

The Critical Role Private Equity Plays in USA’s Energy Transition (Pitchbook)

Private equity’s contribution to the energy sector is substantial and widespread across America. PE invests in the energy sector even when other investors avoid it.

Trends In Growth And Value: Part 2 – Style Intensity (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

This paper continues the analysis of the Russell 1000 Growth and Value Style indices, going back to 1979. It asks the question: why have both styles delivered similar results?

Will The US Dollar Continue To Weaken? (Capital Group)

For compliance reasons, this paper is only accessible in certain geographies

A long-term dollar decline requires Europe, Japan, and other emerging markets to show substantial improvement in economic fundamentals. What will the fate of the greenback be?

Potential Opportunities In The US Banking Sector (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

There is a fear in the market that U.S. banks will need to issue equity to cover potential near-term liquidity shortfalls. However, where there is fear there is also opportunity.

Applications Of U.S. Equities For Asia-Based Investors (S&P Dow Jones Indices)

Beyond U.S. equities representing a significant portion of the global opportunity set, their distinct sector weights may help investors to overcome domestic sector biases.

U.S. Export Competitiveness in Select Crop Markets (USDA)

This report provides information about challenges and opportunities in five crop markets, as well as a commodity-specific analysis of U.S. export competitiveness.

A Legal Framework for Impact: Canada (UN PRI)

For compliance reasons, this paper is only accessible in certain geographies

This report provides an analysis of Canadian legal framework with regards to impact investing. This is relevant for all investors interested in this space.

Canada’s Economy: Strong Banks, Vulnerable Consumers (PIMCO)

For compliance reasons, this paper is only accessible in the UK & Europe

Though the Canadian economy has slowed – and there is risk of a modest recession – the potential upsides of its market structure are also becoming clear.

A Canadian Perspective on Responsible AI (Global Risk Institute)

For compliance reasons, this paper is only accessible in certain geographies

The rapid advancement and proliferation of AI technology has accentuated the need to consider the ethical, legal, financial and social implications of its development and deployment.

Passive Investors in US Equity Markets Are the Worst Gamblers (Price Action Lab)

The advantage of passive investing is that it cannot cause ruin, assuming the equity market does not drop near zero. But it also has plenty of disadvantages.

Canada Housing Market Outlook: More Struggles Ahead (Moody's Analytics)

For compliance reasons, this paper is only accessible in certain geographies

Canada’s housing market is in turmoil because of higher mortgage rates and plunging affordability. Can investors expect some return to normal in this space?