January 2024
David Wolf, David Tulk, and Ilan Kolet tackle 11 questions facing the market this year including direction of bonds, interest rates and Canada’s economic challenges and opportunities.
October 2023
Markets have proven resilient to the prospect of recession. That they will continue to do so is far from certain.
The GAA team explores the surprising resilience of the economy and the key questions facing investors.
September 2023
How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.
August 2023
The GAA team explores the wide range of factors that contributed to the economic resilience in the first half of 2023, as well as the potential consequences.
May 2023
The European logistics market has so far missed out on the green revolution underway in the real estate sector. But with clear cost benefits emerging for sustainable assets and a valuation repricing on the way, now is the time to reduce the carbon footprint of one of real estate’s biggest segments.
April 2023
Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions. This quarter, with the help of a few of their favourite charts, they’ll answer some more.
Recession over the next 12 months looks increasingly likely across developed markets, as tightening monetary conditions begin to put significant strains on financial systems.
February 2023
Potential paths of equity performance in inflationary periods.