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          Recent Posts

          U.S. equity returns in 2025: Record-breaking resilience

          U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

          Building on a narrow base

          Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

          Executive summary: Global Insight 2026 Outlook

          The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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          Phone: 416-974-5276
          Fax: 416-842-3472

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