Daily News

The push and pull between bond yields and equities continued Monday, with stock gains kept in check by a drop in Treasuries that pushed a swath of rates above three per cent.  The S&P 500 held onto a gain in a choppy session that saw the index climb as muc...

The ESG investment industry may be headed for a reckoning and many companies won’t survive this period of higher interest rates.  That’s according to James Penny, who’s been running ethically focused funds for about a decade and is currently the London-bas...

Stephen Takacsy, president, CEO and chief investment officer, Lester Asset Management  FOCUS: Canadian stocks   MARKET OUTLOOK: Volatility has increased significantly in 2022 due to a confluence of factors. The investment environment remains very u...

Energy exports came off record highs in April, as crude oil production dropped on maintenance shutdowns OTTAWA — Canada’s exports rose 0.6 per cent in April, driven by strong exports of frozen seafood and motor vehicles, but offset by lower crude o...

Eric Nuttall, partner and senior portfolio manager, Ninepoint Partners FOCUS: Energy stocks MARKET OUTLOOK: The world has plunged into an energy crisis, created by the energy ignorance of policymakers and too many years of insufficient investment i...

Day-to-day odds-making on whether the Federal Reserve will cause a recession has become the only thing that matters in equities. One day feast, next day famine -- obsession with a single input, the economy, has driven measures of correlation among individu...

US stocks resumed their trend of weekly losses after strong hiring data cleared the way for the Federal Reserve to remain aggressive in its fight against inflation. Treasuries fell and the dollar strengthened against peers. The S&P 500 slumped 1.6 per cent...

Oil investors need to demand more from energy companies that are not maximizing their returns to shareholders, especially as crude oil prices hover around US$120 per barrel, according to Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners...

US stocks snapped a two-day slide to rally ahead of Friday’s nonfarm payroll report, as traders expect to see cooler labor demand, which could alleviate some inflation concerns. The S&P 500 rose 1.8 per cent, led by gains in consumer discretionary, while t...

Many investors may have to turn to their parents and grandparents for advice on how to weather stagflation. The last big bout of stagnant growth and high inflation was in the 1970s and early 1980s, a period when an oil shock led to double-digit inflation t...