Articles

A look at the issues affecting investments and our outlook on the markets.

The pandemic has exposed weaknesses in a world of just-in-time global supply chains, it has shone a bright light on the realities of global inequality, and it has demonstrated just how fast carbon emissions can fall when people stop travelling. For us, it also highlights the need and opportunities of investing in a more resilient and sustainable future.

We invite you to listen to our most recent conference call during which our portfolio managers looked at the short and long term impact of the COVID-19 pandemic and also highlighted investment opportunities and ESG questions that ensue. 

In this commentary, we continue to respond to questions that we have received from clients. We are committed to keeping you informed throughout this crisis, providing our perspective on the key issues as well as insight into the focus areas of our in-house fundamental research.

We invite you to listen to our conference call where our heads of equities and fixed income discussed the current situation and how it's affecting markets and investments. 

To answer questions that we have been receiving from clients, we wanted to share some of the insights that we have gained from companies in some specific sectors – Financials, Information Technology and Health Care.

A look at the issues affecting investments and our outlook on the markets.

The COVID-19 pandemic continues to evolve incredibly quickly, with developments occurring every day. The world is essentially “in lockdown” with many leaders facing the monumental task of implementing necessary measures to protect their countries’ citizens while providing support for the economic impacts. 

Over the almost 65 years of Jarislowsky Fraser’s history there have been many market corrections and extended bear markets.

Over the past few days, we have witnessed a significant market pullback as a result of the escalation in the severity of the COVID-19 outbreak — now officially declared a pandemic — combined with the unexpected collapse of oil prices.

The COVID-19 is an evolving situation and remains fluid. 

A look at the issues affecting investments and our outlook on the markets.

Exploring the investment considerations of ESG matters. 

A look at the issues affecting investments and our outlook on the markets.

A look at the issues affecting investments and our outlook on the markets.

A look at the issues affecting investments and our outlook on the markets.

A look at the issues affecting investments and our outlook on the markets.

The yield curve is a term used to describe the different interest rates available for investors at different bond market maturity points.

The final installment of the Canada 2030 series, “The Future of Sustainability Reporting” has been published. This paper was funded by the Jarislowsky Fraser Partners Foundation.

The Conference Board of Canada’s new research paper, “Canada 2030. The Defining Forces Disrupting Business ” was published during the summer of 2018, funded by Jarislowsky Fraser Partners Foundation.

A look at the issues affecting investments and our outlook on the markets.

A look at the issues affecting investments and our outlook on the markets.

This research was released by the Shareholder Association for Research & Education (SHARE) and funded by the Jarislowsky Fraser Partners Foundation. It assesses the current state of human capital disclosure in Canadian businesses compared to global peers.

The Conference Board of Canada’s new research paper, “Canada 2030. Embedding Sustainability Into Corporate Governance” was published on June 4, funded by Jarislowsky Fraser Partners Foundation.

A look at the issues affecting investments and our outlook on the markets.

A look at the issues affecting investments and our outlook on the markets.

A look at the issues affecting investments and our outlook on the markets.

Why has sustainable investing gained prominence? Learn more from our portfolio managers.

A look at the issues affecting investments and our outlook on the markets.

A look at the issues affecting investments and our outlook on the markets.

A look back on the fourth quarter and 2016, with our views on the market outlook.

As we come to terms with the results of the U.S. Election and its impact, we've put together our perspectives on the main issues, and how they might affect the world economy, the markets and your portfolio.

Central bank chiefs should agree to gradually, and in tandem, raise rates, in order to avoid any sudden shocks to the world economy.

A review of the world economy, with our views on the issues and the outlook.

An article featuring Sophie Palmer, CFA, in "Finance et Investissement".

A review of the world economy, with our views on the issues and the outlook.

A review of the world economy, with our views on the issues and the outlook.

A review of the world economy, with our views on the issues and the outlook.

Dan Hanson, Portfolio Manager, discusses high-quality investing, including consideration of ESG factors, in this article that was published in the Journal of Applied Corporate Finance.

A review of the world economy, with our views on the issues and the outlook.

A perspective on current global issues and how they affect investments.

A review of the world economy, with our views on the issues and the outlook.

Stephen Jarislowsky discusses how we must take emotions out of investing in order to achieve better returns.

An overview of the economy and markets in the first quarter and our investment outlook.

Dan Hanson, Portfolio Manager, contributed to this article published by Ceres that aims to guide the institutional investor along the path of sustainable investing.

We provide insights into the events that are affecting the world economy and its outlook, as well as an overview of the fixed income and global equity markets.

Dan Hanson, Portfolio Manager, discusses ESG investing in this article that was published in the Journal of Applied Corporate Finance.

Our latest Investment Outlook provides a review of the markets in the third quarter and our perspectives on key events that occurred over the period.