Archive

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

In Homage to Scarborough’s own The Barenaked Ladies, let’s take a quick look at what we learned in the first week or so of the second Trump Administration.

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Given that Canada is poised to become the 51st state, we thought we would provide some new “laws” for Canadians that will soon be enforced by the CSP (“Canada State Police”, formerly the RCMP)

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

From contributing at the beginning of the year to setting a savings target, these tips can help you make the most of your RRSPs.

Learn the main​​ features of each registered investment plan to figure out which one is right for you.