Here’s What We’re Thinking – April 19th

Global Portfolio Advisory Group


In this issue:

    • Investment Strategy: Global market backdrop remains constructive; shifting to overweight growth sectors
    • Currencies and Commodities: U.S. production concerns weigh on WTI; CAD weaker, but range bound
    • Economics: The BoC remains cautious despite revising up growth and inflation forecasts.
    • Geopolitical: North Korea in Focus
    • Recommended Asset Allocation


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