Liberal Majorities Historical Effect on Stock and Bond Yields

Posted by Aaron Stuart - Canaccord Genuity

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Screen Shot 2015-10-31 at 8.04.22 AMA Liberal majority: time to lock-in low mortgage rates? If the last 40 years are any guide, a Liberal majority implies below-average equity returns in Canada, higher bond yields and a lower Loonie. Among these asset classes, our conviction on higher bond yields is the highest. History aside, the Liberals’ platform provides the most stimuli to the economy. As such, investors….

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