We expect 2025 to be an interesting year for global economies and for financial markets as both will almost certainly be impacted by the incoming U.S. administration’s policy decisions, including major trade actions. We believe uncertainty and volatility will continue...
A year ago, much of the talk surrounded the potential for, and timing of, an upcoming recession. The general narrative was that both inflation and interest rates were too high and would suffocate consumer borrowing and spending, leading to an economic decline. We...
In our latest Foyston for Thought video, Robert Head, Senior Vice President & Portfolio Manager, Fixed Income, talks about how current economic developments affect our asset allocation strategy. [video width="1280" height="720"...
Coming into 2023 and 2024, much of the talk on Bay and Wall Streets surrounded the potential for, and timing of, an upcoming recession. The general narrative for both years was that inflation and interest rates were too high and would suffocate consumer borrowing and...
The surprise election of Donald Trump as U.S. president overshadowed world economic and market events during the quarter.
The synchronized global economic expansion continued to support markets during the quarter. The year will be remembered as an unusual one with strong global economic and financial market performance paired with heightened political uncertainty. A lack of clarity...
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