Based on a belief that economic events are eventually priced into securities markets, the primary emphasis is on identifying long-term market trends, rather than attempting to find short-term turning points.

When Scotia Cassels' asset mix team meets, its objective is to highlight meaningful changes in the long-term trends in capital markets, including prospective returns, volatility, and liquidity.

Senior investment professionals from each asset group, (fixed income as well as Canadian, United States and international equities), participate in the decision-making.