In this screener report, we explore opportunities in high-quality Tech, European integration winners, and selective US cyclicals in Industrials and Materials.

AI hype is rising faster than revenue, and maintaining positive sentiment through 2027 will require either rising revenues, or a new AI innovation to sustain the hype cycle, such as capable personal ...

Our FICC strategists believe that CAD and Canadian equities are likely to lag in the near term, but both should outperform over a three-to-four-year horizon. Housing will remain a drag next year and ...

An overwhelming share of BCA clients expects US Treasuries to be a good hedge against equities in the next recession. In last week's poll, we asked our clients if they think US Treasuries will be a ...

A continued bull market in stocks necessitates the avoidance of earnings disappointment. The Q3 US earnings season officially began last week with results from US financials, but all eyes will be ...

Investors are rotating from tech to ex-tech stocks on an unclear narrative. META sold off aggressively on Thursday, despite a revenue beat and positive guidance that initially saw its stock rise by ...

Our Commodity strategists argue the recent selloff in agricultural commodities is a correction rather than a top, which should create a buying opportunity next year. Ags have corrected meaningfully ...

Since ChatGPT’s launch in late 2022, multiple waves of AI innovation have driven markets and dominated the conversation across the investment community. Drawing on an extensive set of questions from ...

Hot September UK CPI will support BoE hawkishness in the near term, but investors should expect a dovish surprise over the next 12 months. Headline UK CPI rose to 3.5% y/y from 3.1%, which was above ...

Underweight UK banks, as a potential corporation tax increase threatens to erode profitability and shareholder returns. Chancellor John Healey is reportedly preparing to raise the bank corporation tax ...

Markets expect the BoC to hike by 100 bps over the next year; we do not. Housing and labor weakness argue for owning Canadian bonds now, while Carney’s reforms and a resource capex wave make the CAD ...

Copper prices are being lifted by strong AI hardware stocks, despite weak Chinese industrial activity. Semiconductor stocks are up around 70% over the past year, while Chinese industrials are down ...