Q4 2018 outlook: a sensible correction

Markets took a downward turn in October as the impact of the global monetary tightening cycle, excessive valuations within some asset classes, political uncertainty and issues across emerging market currencies turned sentiment sour. However, we believe this was a sensible correction, not the first leg down in a long-term bear market.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

Read More

Are equities overextended?

Following the reversal post a decade of quantitative easing (QE), a backdrop of rising interest rates and political uncertainty in the UK, US and Europe, many are debating to what assets they should allocate their money. As long-term investors, what are we focusing on?

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

Read More

Q2 2018 outlook: a mature economic cycle

As volatility has returned to financial markets, driven by less accommodative central bank policy and fears over the path of inflation, an overarching question is when is the current cycle likely to end?

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

Read More

How can department stores adapt to the digital age of retailing?

As the current challenges in the department store sector are increasing, the question is whether the department store model, in its current form, is sustainable and relevant in the current retail market. Is its decline inevitable, or can it possibly be reversed? What could be done to address the many challenges it faces and make it fit for purpose in the modern age of retailing?

Joanna Turner

Joanna Turner

Head of Property Research

Read More

Investing for the long-term within a changing economy

As investors, we are often asked what long-term trends we are trying to gain exposure to across our multi-asset portfolios and, at Canada Life Investments, a long-term approach is central to what we do. However, there are subtleties to this that are often not talked about.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

Read More

Contact Us

Do not fill this field

Loader image

Fields marked * are required