Canadian equities may still be the safest place in a stagflationary environment, the report says
While bonds are more attractive, equities could be in for another difficult period
Sentiment has dropped among advisors and investors across most asset classes
Money moved out of equities and crypto in favour of fixed income funds
One challenge will be determining if and when inflation has peaked, and how slowing growth will affect earnings
High-quality corporate and provincial bonds are looking attractive
A Russian default could have a ripple effect by adding pressure on global debt markets
As slower growth hits corporate balance sheets, financial stress to materialize
These products are far less vulnerable to interest rate increases than conventional fixed-income securities
U.S. investment-grade corporate bond market remains active