Insights & News

BIM Reviews

The BIM 2020 Reviews

Volume 25, Edition 3, Sept 2020

  • Investment Environment – Monetary & Fiscal Policy Proving Effective
  • Equity Markets – Stocks Continue Rebound
  • Fixed Income Markets – Central Bank Support

Volume 25, Edition 2, June 2020

  • Investment Environment – Quicker Recovery To Date than Expected
  • Equity Markets – Stimilus and Low Rates Spark Market Rebound
  • Fixed Income Markets – Central Bank Bond Purchases Ramp

Volume 25, Edition 1, March 2020

  • Investment Environment – Bridging The Gap
  • Equity Markets – Navigating The COVID-19 Storm
  • Fixed Income Markets – Flight To Safety

The BIM 2019 Reviews

Volume 24, Edition 4, December 2019

  • Economic & Geo-Political Backdrop – Easing Trade Tensions May Bolster Growth
  • Equity Markets – Solid Prospects For Equities In 2020 Despite Stellar 2019
  • Fixed Income Markets – A Tougher End To A Strong 2019

Volume 24, Edition 3, September 2019

  • Economic & Geo-Political Backdrop – Soft Landing Remains In Progress
  • Equity Markets – Selectivity Remains Key In Choppy Markets
  • Fixed Income Markets – A Tale Of Two Maturities

Volume 24, Edition 2, June 2019

  • Economic & Geo-Political Backdrop – Modest Growth Likely Ahead
  • Equity Markets – Growth Harder To Find, But Situation Should Improve
  • Fixed Income Markets – Interest Rates Continue To Fall

Volume 24, Edition 1, March 2019

  • Economic & Geo-Political Backdrop – Soft Landing Expected For Global Growth
  • Equity Markets – Sentiment Rebounds, Fundamentals To Follow
  • Fixed Income Markets – Central Banks Talk Interest Rates Even Lower

The BIM 2018 Reviews

Volume 23, Edition 4, December 2018

  • Economic & Geo-Political Backdrop – Global Growth Outlook Remains Solid
  • Equity Markets – Sentiment Overshadows Fundamentals
  • Fixed Income Markets – Growth Concerns Lead Interest Rates Lower

Volume 23, Edition 3, September 2018

  • Economic & Geo-Political Backdrop – Global Economy Performing Well
  • Equity Markets – Stocks Continue To Navigate Trade Noise
  • Fixed Income Markets – Strong Economic Data Leads Interest Rates Higher

Volume 23, Edition 2, June 2018

  • Economic & Geo-Political Backdrop – Fundamentals Fine Amid Trade Tensions
  • Equity Markets – Stocks Shake Off Trade Rhetoric
  • Fixed Income Markets – Interest Rates Little Changed

Volume 23, Edition 1, March 2018

  • Economic & Geo-Political Backdrop – Fundamentals Solid, Trade Rhetoric Noise
  • Equity Markets – Normal Volatility Returns
  • Fixed Income Markets – Yield Curve Flattening Continues

The BIM 2017 Reviews

Volume 22, Edition 4, December 2017

  • Economic & Geo-Political Backdrop – Global Inflation Remains Modest
  • Equity Markets – Opportunities In Old Economy Businesses
  • Fixed Income Markets – Flattening Yield Curve

Volume 22, Edition 3, September 2017

  • Economic & Geo-Political Backdrop – Global Growth Acceleration Takes Hold
  • Equity Markets – Better Growth And Modest Inflation Sets The Tone
  • Fixed Income Markets – A Time Of Rising Rates

Volume 22, Edition 2, June 2017

  • Economic & Geo-Political Backdrop – Global Central Banks Turn Hawkish
  • Equity Markets – All Is Well On The Home Front?
  • Fixed Income Markets – Bank Of Canada Set To Hike

Volume 22, Edition 1, March 2017

  • Economic & Geo-Political Backdrop – Modest Synchronized Growth
  • Equity Markets – Sentiment Remains Upbeat
  • Fixed Income Markets – Tighter Spreads and Flat Rates

The BIM 2016 Reviews

Volume 21, Edition 4, December 2016

  • Economic & Geo-Political Backdrop – Outlook Trumped
  • Equity Markets – Reflation and Rotation
  • Fixed Income Markets – Repricing Rates and Better Yields

Volume 21, Edition 3, September 2016

  • Economic Backdrop – Key Issues Unresolved
  • Equity Markets – OPEC About to Act
  • Fixed Income Markets – Positioning is Vital

Volume 21, Edition 2, June 2016

  • Economic Backdrop – Drama Driven Outlook
  • Equity Markets – Brexit Uncertainty
  • Fixed Income Markets – Positioned for Low Rates

Volume 21, Edition 1, March 2016

  • Economic Backdrop – Opaque Outlook
  • Equity Markets – Commodity Conundrum
  • Fixed Income Markets – Credit Risk Reduced

The BIM 2015 Reviews

Volume 20, Edition 4, December 2015

  • Economic Backdrop – Political Drag
  • Equity Markets – No Santa Rally
  • Fixed Income Markets – U.S. Rate Increase

Volume 20, Edition 3, September 2015

  • Economic Backdrop – The China Effect
  • Equity Markets – Nervous Consolidation
  • Fixed Income Markets – Rates on Hold

Volume 20, Edition 2, June 2015

  • Economic Backdrop – Growth Broadening
  • Equity Markets – Focus on Fundamentals
  • Fixed Income Markets – Corporate Headwinds

Volume 20, Edition 1, March 2015

  • Economic Backdrop – Growth Not Synchronized
  • Equity Markets – Not All Treated Equally
  • Fixed Income Markets – Rate Cut Surprise

The BIM 2014 Reviews

Volume 19, Edition 4, December 2014

  • Economic Backdrop – Forecast Dilemma
  • Equity Markets – The Saudi Effect
  • Fixed Income Markets – Event Risk

Volume 19, Edition 3, September 2014

  • Economic Backdrop – The U.S. Leads
  • Equity Markets – WOW
  • Fixed Income Markets – Low New Issuance

Volume 19, Edition 2, June 2014

  • Economic Backdrop – Choppy Growth
  • Equity Markets – Muted Volatility
  • Fixed Income Markets – Corporates Dominate

Volume 19, Edition 1, March 2014

  • Economic Backdrop – Inflation Welcome
  • Equity Markets – Grinding Higher
  • Fixed Income Markets – Regulatory Indigestion

The BIM 2013 Reviews

Q4 2013 Barrantagh Capital Markets Review

  • Economic Backdrop – Tapering is not Tightening
  • Equity Markets – Bubble Talk
  • Fixed Income Markets – Defensive Duration

Q3 2013 Barrantagh Capital Markets Review

  • Economic Backdrop – It’s all about the U.S.
  • Equity Markets – Leadership Change
  • Fixed Income Markets – Alternative Strategies

Q2 2013 Barrantagh Capital Markets Review

  • Economic Backdrop – Spotlight on Tapering
  • Equity Markets – Rate Regime Change
  • Fixed Income Markets – Volatility Watch

Q1 2013 Barrantagh Capital Markets Review

  • Economic Backdrop – Tepid Growth Continues
  • Equity Markets – Milestones Revisited
  • Fixed Income Markets – Credit Spreads Grind Lower

The BIM 2012 Reviews

Q4 2012 Barrantagh Capital Markets Review

  • Economic Backdrop – Growth Trajectory Moving Higher
  • Equity Markets – Macro Takes a Back Seat
  • Fixed Income Markets – Rates Seem to Have Bottomed

Q3 2012 Barrantagh Capital Markets Review

  • Economic Backdrop – Moderate Growth Forecast
  • Equity Markets – It’s all Relative
  • Fixed Income Markets – Overweight Corporate Bonds

Q2 2012 Barrantagh Capital Markets Review

  • Economic Backdrop – Momentum Stifled
  • Equity Markets – Crisis Fatigue
  • Fixed Income Markets – Positioned for Tightening

Q1 2012 Barrantagh Capital Markets Review

  • Economic Backdrop – U.S. Leading the Pack
  • Equity Markets – Fear has Abated
  • Fixed Income Markets – Questioning Central Banks

The BIM 2011 Reviews

Q4 2011 Barrantagh Capital Markets Review

  • Economic Backdrop – Global Policy Paralysis
  • Equity Markets – Dividends Favoured
  • Fixed Income Markets – Supported by uncertainty

Q3 2011 Barrantagh Capital Markets Review

  • Economic Backdrop – Recent Deterioration Concerning
  • Equity Markets – Macro is Driving
  • Fixed Income Markets – Flight to Safety

Q2 2011 Barrantagh Capital Markets Review

  • Economic Backdrop – Self Sustaining Expansion Elusive
  • Equity Markets – Déjà vu 2010
  • Fixed Income Markets – Inflation Transitory?

Q1 2011 Barrantagh Capital Markets Review

  • Economic Backdrop – Dealing With Headline Shocks
  • Equity Markets – Absorbing Black Swan Events
  • Fixed Income Markets – Central Bank Watch

The BIM 2010 Reviews

Q4 2010 Barrantagh Capital Markets Review

  • Economic Backdrop – Growth Gathering Momentum
  • Equity Markets – Hangover Cure Working
  • Fixed Income Markets – Demand/Supply Imbalance

Q3 2010 Barrantagh Capital Markets Review

  • Economic Backdrop – Low Growth, Low Inflation
  • Equity Markets – Year of Expectations
  • Fixed Income Markets – Rate Hikes Pause

Q2 2010 Barrantagh Capital Markets Review

  • Economic Backdrop – Fundamental Rebalancing Underway
  • Equity Markets – Growth Pendulum Swings
  • Fixed Income Markets – Holding Steady

Q1 2010 Barrantagh Capital Markets Review

  • Economic Backdrop – Growth Transition Broadens
  • Equity Markets – Climbing Wall of Worry
  • Fixed Income Markets – Intrinsic Value Key

The BIM 2009 Reviews

Q4 2009 Barrantagh Capital Markets Review

  • Economic Backdrop – Growth Clearly Positive
  • Equity Markets – Risk Appetite Increased
  • Fixed Income Markets – Monetary Policy Watch

Q3 2009 Barrantagh Capital Markets Review

  • Economic Backdrop – Recovery Gaining Ground
  • Equity Markets – Fundamental Support
  • Fixed Income Markets – Issuer Focus Is Key

Q2 2009 Barrantagh Capital Markets Review

  • Economic Backdrop – Recovery Needs Traction
  • Equity Markets – Discounting Adjusted
  • Fixed Income Markets – Corporate Spreads Tighten

Q1 2009 Barrantagh Capital Markets Review

  • Economic Backdrop – Obama To The Rescue
  • Equity Markets – Encouraging Rebound
  • Fixed Income Markets – Spotlight On Corporate Issues

The BIM 2008 Reviews

Q4 2008 Barrantagh Capital Markets Review

  • Economic Backdrop – Global Recession Takes Hold
  • Equity Markets – Discounting The Worst
  • Fixed Income Markets – Risk Perception Evolves

Q3 2008 Barrantagh Capital Markets Review

  • Economic Backdrop – Worsening Economic Fundamentals
  • Equity Markets – Compelling Valuations Emerge
  • Fixed Income Markets – Flooded Government Bond Market

Q2 2008 Barrantagh Capital Markets Review

  • Economic Outlook – US Recession Less Likely
  • Equity Markets – Values Outside Canada
  • Fixed Income Markets – Defensive Stance Remains

Q1 2008 Barrantagh Capital Markets Review

  • Economic Outlook – Economic Woes build
  • Equity Markets – Values Emerging
  • Fixed Income Markets – Defensive Stance Remains

The BIM 2007 Reviews

Q4 2007 Barrantagh Capital Markets Review

  • Economic Backdrop – Growth Impediments Mount
  • Equity Markets – Uncertainties Abound
  • Fixed Income Markets – Limited Opportunities

Q3 2007 Barrantagh Capital Markets Review

  • Economic Backdrop – Credit Crisis Impact
  • Equity Markets – What Credit Crisis?
  • Fixed Income Markets – No ABCP for Our Clients

Q2 2007 Barrantagh Capital Markets Review

  • Economic Outlook – Divergent Trends
  • Equity Markets – Fuelled by Private Equity
  • Fixed Income Markets – Re-pricing Underway

Q1 2007 Barrantagh Capital Markets Review

  • Economic Outlook – US Weakness Accelerates
  • Equity Markets – Selectivity Key
  • Fixed Income Markets – Remaining Defensive

The BIM 2006 Reviews

Q4 2006 Barrantagh Capital Markets Review

  • Global Economic Outlook – Strength in Europe and Asia
  • Equity Markets – International Diversification Underway
  • Fixed Income Markets – Waiting for Better Values

Q3 2006 Barrantagh Capital Markets Review

  • Economic Outlook – Growth is Clearly Slowing
  • Equity Markets – Elevated Risks Dictate Caution
  • Fixed Income Markets – Low Yields but a Safe Haven

Q2 2006 Barrantagh Capital Markets Review

  • Economic Outlook – Growth Continues but Uncertainty Abounds
  • Equity Markets – Managing in Volatile Times
  • Fixed Income Markets – Opportunities Emerging

Q1 2006 Barrantagh Capital Markets Review

  • Economic Update – Strength Continues
  • Equity Markets – Corporate Profit Focus
  • Fixed Income Markets – More Fed Tightening

The BIM 2005 Reviews

Q4 2005 Barrantagh Capital Markets Review

  • Global Economic Growth – Changing Mix
  • Equity Markets – Further Gains Ahead
  • Fixed Income Markets – Monetary Policy The Key
  • Income Trusts – Stability Ahead

Q3 2005 Barrantagh Capital Markets Review

  • Economic Update – Slower Growth Ahead
  • Equity Markets – Selectivity Is The Key
  • Fixed Income Markets – Patience Required

Q2 2005 Barrantagh Capital Markets Review

  • Economic Update – Growth Continues, Imbalances Build
  • Equity Markets – Pockets of Opportunity
  • Fixed Income Strategy – Remaining Defensive

Q1 2005 Barrantagh Capital Markets Review

  • Economic Headwinds – Inflation Risks, The US Dollar, Oil Concerns
  • Equity Strategy – More Challenging
  • Fixed Income Strategy – Corporate Market Overbought

The BIM 2004 Reviews

Q4 2004 Barrantagh Capital Markets Review

  • The Legacy of 2004 – Politics Dominated
  • 2005 Issues and Outlook – Economic Growth Continues
  • Equity Strategy – Cash Flow Focused
  • Fixed Income Strategy – Inflation Risks

Q3 2004 Barrantagh Capital Markets Review

  • Economic Backdrop – Global Growth Healthy But Decelerating
  • Equity Strategy – The Haves and Have-not
  • Fixed Income Strategy – The Challenge Continues

Q2 2004 Barrantagh Capital Markets Review

  • Economic Backdrop – Global Growth Decelerating
  • Equity Strategy – Catalysts for a Renewed Move Upwards
  • Fixed Income – The Challenge Continues

Q1 2004 Barrantagh Capital Markets Review

  • Synchronized Global Growth May Slow
  • US Interest Rate Policy Key
  • The “China Factor” Important to Global Growth
  • Equity Markets – Driven by Cash Flow
  • Fixed Income Strategy – Focus on Corporate Bonds

The BIM 2003 Reviews

Q4 2003 Barrantagh Capital Markets Review

  • Synchronized Global Growth
  • Equity Markets Driven by Cash Flow
  • Fixed Income Focus on Corporate Bonds
  • Income Trust Update

Q3 2003 Barrantagh Capital Markets Review

  • The Economic Backdrop
  • US Foreign Policy – Its Mounting Cost
  • Equity Markets Outlook
  • Fixed Income Markets Investment Strategy
  • Income Trust Update

Q2 2003 Barrantagh Capital Markets Review

  • The Hard Road to Mideast Peace
  • The North-American Economy
  • Equity Markets Outlook
  • Investment Opportunities Reviewed
  • Fixed Income Markets
  • Income Trust Update

Q1 2003 Barrantagh Capital Markets Review

  • The War in Iraq – The US Policy Gamble
  • The Economy Recovery – Mixed Signals
  • Equity Markets Review
  • Fixed Income Markets – Corporate vs. Government Bonds