Macro Outlook: Finding Investment Opportunities Across Shifting Global Macro Climates - Morgan Stanley

More difficult than knowing what to buy is how much

Monet Davies from the forests to the glaciers, into my lungs by Johnathan S. Green If there is one thing that Climates of Health: The Weather Inside Us invokes, it is our oneness with the environment. With contributing artists from Canada, Japan, and the United States, this exhibit at the FAB Gallery makes us reflect on how all of us experience this “interprobleminary” life in different ways, yet the worsening climate crisis impacts every one of us. We are called to confront the ways in which we are interlinked with climate change, from the consumerism that fuels it to the vulnerable communities and immunocompromised individuals who suffer most from it.  In artist Yoomi Nam’s work, “Unfolding” and “Keeping,” we are disoriented by the familiar. I was confused by the prints of “Unfolding,” which stretched up the wall with overlapping shadows of shapes that reminded me of something I could not quite place my finger on. The same went for “Keeping,” the smooth, sage green porcelain pieces positioned firmly in the centre of the room.

Open this photo in gallery:An employee works on the assembly line at Stellantis's assembly plant in Brampton, Ont., in 2023. Contract negotiations between the automaker and Unifor stalled last month over plans to sell the idled facility. Tijana Martin/The Globe and MailUnifor’s Stellantis STLA-N workers have voted overwhelmingly in favour of a strike, empowering the union to call a work stoppage amid contract talks that have hit an impasse over the automaker’s plans to close and sell its plant in Brampton, Ont. The automaker and the union began collective bargaining in August, but Unifor walked away from the table on Sept. 11 after Stellantis confirmed it has a preliminary agreement to sell its idled Brampton plant to Roshel, a maker of armoured vehicles. There have been no formal talks since then. Unifor, which represents 9,000 Stellantis workers in Canada, said on Monday than 97 per cent of votes cast were for a strike. “While we now have a mandate, that does not automatically mean a strike will occur,” Unifor said in a statement, adding the union is not in a legal strike position.

Open this photo in gallery:Canada has many opportunities to deliver its energy and resources to Asian markets, but it needs to boost its presence in the region to improve business relationships with potential customers, professor Kazuto Suzuki says. Amir Salehi/The Globe and MailPrime Minister Mark Carney should spend more time in Asia if Canada wants to secure energy trade deals with the region, says prominent Tokyo-based academic Kazuto Suzuki. Canada’s tumultuous trade relationship with the United States under President Donald Trump has led Mr. Carney to court closer ties with Europe. Last month, European Commission President Ursula von der Leyen called on Canada to become the European Union’s first “associate member.” In response, Mr. Carney pitched a new alliance between Canada and the bloc, who will meet in Montreal later this month. Dr. Suzuki, a professor at the University of Tokyo’s Graduate School of Public Policy and a member of the government’s Council for Japan’s Growth Strategy, said he understands why trade spats with the U. S. are pushing Mr. Carney closer to the EU. “If being an associate member opens the door for the EU, then probably that’s the right strategy.