Are JGBs Next?

The German Bund slaughter raises the question of whether JGBs are the next in line, especially given the improving Japanese economic backdrop. The steepening of the JGB curve so far appears to have been driven by the global bond selloff, which … [More.]

Dr. Ben S. Bernanke to be the Opening Speaker at BCA’s Investment Conference in New York City

Dr. Ben S. Bernanke, Chairman, The Federal Reserve System (2006-2014) leads list of speakers at BCA’s 2015 Investment Conference Given the impressive list of names of who will be participating in BCA’s 2015 Investment Conference in New York Cit … [More.]

Canada And Australia: Heading Toward Recession?

Canada and Australia both face the grim fallout from the simultaneous end of the commodity supercycle and their own debt supercycles. Unlike most other advanced economies, the deleveraging process has barely begun in Canada and Australia. The … [More.]

European Equities Can Still Outperform

We still prefer Europe within a global equity portfolio. According to our European strategists, a weakening credit impulse (discussed in the previous Insight) implies that growth will level off at around a 2% clip in Europe. For investors, this … [More.]

What Happened To The Oil Windfall?

Our Global Investment Strategy service proposes several reasons why the boost to global growth from falling oil prices has been smaller than most anticipated. The rise in the personal saving rate since November suggests that households do not … [More.]