Insights
May 18, 2010
Germany, Greece and Exiting the Eurozone
Insights | Institutional Balanced
Rumors, hints, threats, suggestions and information “from well-placed sources” all seem to point to the hot topic in Europe at the moment, namely, the reconstitution of the eurozone whether by a German exit or a Greek expulsion. We turn to this topic with the question of whether such an option even exists.
Insights
May 11, 2010
Europe, Nationalism and Shared Fate
Insights | Institutional Balanced
The Greek debt crisis is not just a Greek matter. Geographically, the problem is the different levels of development of Mediterranean Europe versus Northern Europe. Rapid growth, major structural changes and economic development are generating the inevitable political tensions.
In the News
May 6, 2010
What Just Happened - May 6, 2010
In the News | Institutional Balanced
The Greek parliament backed a $40 billion austerity plan on Thursday despite violent unrest, as the European Central Bank (ECB) inaction on the nation’s debt crisis helped to trigger major falls in the euro and weakness on Wall Street. We put the issues in perspective...
In the News
May 6, 2010
Greek Debt Crisis and the U.S.
In the News | Institutional Balanced
Is there substantial counterparty risk to U.S. financial entities from the Greece issue via European banks? If not, and it doesn’t appear that there is, then U.S. equities should rebound once the major portion of this speed bump is past.
In the News
April 8, 2010
The Close: Market Wrap with Marcus Xu
In the News | Wealth Management
BNN speaks to Marcus Xu, Director of Equity Investments, Genus Capital Management.
Video
April 1, 2010
Recovery Gains Strength
Video | Wealth Management
The trend is clear: there are signs the global economic recovery has legs. Every major economy in the world is poised to grow in the coming year. Equity markets should remain on an upward trajectory, driven by rising corporate profits, strengthening economic fundamentals and attractive valuations relative to bonds.
In the News
March 31, 2010
Emerging Markets Take the Wheel
In the News | Wealth Management
The global economic landscape will change significantly in the next 10 years and major emerging markets will account for over 55% of global output by 2020, says Paul Jenkins, senior deputy governor of the Bank of Canada.
Insights
March 30, 2010
China: Crunch Time
Insights | Institutional Balanced
The global system is undergoing profound change. Three powers — Germany, China and Iran — face challenges forcing them to refashion the way they interact with their regions and the world. STRATFOR analyst Peter Zeihan first examined Germany and now examines China.
In the News
March 19, 2010
Retirement No Time to Dump Stocks
In the News | Wealth Management
The vast majority of Canadian investors don't know a large portion of their retirement income can be generated from investment growth, according to a survey by Russell Investments and Harris/Decima Retirement Research.
In the News
March 18, 2010
Market Close With Marcus Xu
In the News | Institutional Equity
BNN talks with Marcus XU, Manager of Equity Operations at Genus, about the U.S. Federal Reserve holding benchmark rates near zero Tuesday and renewing a promise to keep them exceptionally low for an extended period while pointing to increased momentum in the U.S. economy's recovery.