person making resolutions

Resolution reset

January 31, 2023 |Portfolio Advisor – Winter 2023

A new year is a great time to refresh, reset and reinvigorate your goals, setting you on course to building or enriching your wealth plan.

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Thoughts On ... Dancing on the Ceiling

January 29, 2023 |Matt Barasch
To quote one of the most iconic voices of the 1980s – “Oh what a feeling, when we’re dancing on the ceiling.” Now that we have implanted that ear worm in your heads, let’s segue to a ceiling of another sort – the Bank of Canada’s latest rate decision...
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The Meh-conomy & Matterhorn-sized risks: 12 themes for a fragmented world

January 23, 2023 |John Stackhouse

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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Miss America and Murder

January 20, 2023 |Matt Barasch
Miss America and Murder This week, we are going to spend a little time discussing the issue of correlation vs. causation. Before your eyes glaze over in a fog of – say what now? – we are going to endeavor to make this both brief and hopefully mildly entertaining...
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Thoughts On ... Revisiting the Inflation Debate

January 13, 2023 |Matt Barasch
The main narrative of 2022 was that inflation had become deeply rooted and the only way to bring it down was for central bankers to aggressively raise interest rates. This led to an unprecedented rate hiking campaign by both the Bank of Canada and the...
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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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