Insights

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals in recent memory. It will sharply reduce growth in housing demand over the coming years, making it possible for Canada to...

The Canadian government has been under growing pressure to align the inflow of newcomers to the country with current labour market needs and infrastructure capacity—which prompted a massive reversal of the post-pandemic immigration plan set by the federal...

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

One of the best ways to protect yourself from fraud is to be aware of the most common scams that fraudsters are leaning into right now. Learn some of the top scams of this year and how to protect yourself against them.

When the world seems chaotic, it is natural to worry about your investments. Wars, political upheaval, and global events can deliver major volatility shocks to investment markets. During these troubled periods, some investors might think “Should I change...