U.S. debt dilemma: No quick fixes and no catastrophes
July 2, 2024 - Karen BaraschThe federal government’s debt has doubled since 2015 – and shows no signs of turning around.
Read MoreThe fine, frustrating U.S. equity rally
July 2, 2024 - Karen BaraschThe U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.
Read MoreGen AI: Is Canada ready?
July 2, 2024 - Karen BaraschGen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.
Read MoreRedder: Updating our recession scorecard
June 18, 2024 - Karen BaraschMidway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.
Read MoreLongevity: How science is extending healthspans
June 18, 2024 - Karen BaraschAmid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?
Read MoreBoC-Fed divergence: In it for the long haul?
June 18, 2024 - Karen BaraschThe BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for
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