Points de vue et commentaires sur les marchés
Points de vue et commentaires sur les marchés
Point de vue sur la répartition de l'actif, 2 mars 2010Comme nous l’avions prévu au cours des derniers mois, les données économiques ont dépassé les prévisions des analystes, mais de façon inégale selon les indicateurs et les regions.
Asia Intelligence, February 2010MFC Global Investment Management’s regular roundup of market views from our investment teams on-the-ground in ten markets across Asia.
Asset Allocation View, February 16, 2010While markets are increasingly jittery about the withdrawal of fiscal and monetary stimulus, we remain confident that authorities will not act prematurely.
Connaissances mondiales, janvier 2010Nous prévoyons que la reprise se donnera l’élan nécessaire pour se maintenir, et qu’elle sera accompagnée d’augmentations nettes du nombre d'emplois en Amérique du Nord et, à un degré moindre, en Europe.
Commentaires sur les marchés
MFC GIM Week in Perspective, Ending February 26, 2010
MFC GIM Week in Perspective, Ending February 19, 2010Perspectives du marché
Canadian Market Outlook, January 2010An expected jump in profitability on the one hand and a drop in equity valuation multiples in line with rising interest rates on the other present investors with a likelihood of moderate Canadian equity returns in the high single to very low double digit range in 2010.
North American Fixed Income, January 2010With the worst of the past year’s downturn now passed, we maintain a cautiously optimistic outlook.
Global Market Outlook, January 2010After a phenomenal 2009 for equities, we expect a short, sharp correction in equity markets, followed by a resumption of the bull trend.
U.S. Market Outlook, January 2010As it has consistently done in the past, the U.S. stock market in 2009 anticipated a recovery in the economy with a rally that began in March.
