Bi-weekly Client Letter 2023-07-28

 July 28, 2023 |Beth Arseneau
Investors have been tasked with interpreting a flurry of global economic data over the past couple of weeks. These include signals of resilient but moderating growth in North America, broadening economic weakness in Europe, and a stalled recovery in China...
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Are low bank valuations a reason to buy the sector?

Are low bank valuations a reason to buy the sector?

 July 20, 2023 |Frédérique Carrier

As valuations have become compelling, is now the time for investors to add bank exposure to portfolios?

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Bi-weekly Client Letter 2023-07-14

 July 14, 2023 |Beth Arseneau
It has been a busy start to the summer. The Bank of Canada raised interest rates as expected. Inflation figures in the U.S. suggest pricing pressures continue to ease. Meanwhile, the second quarter earnings season has officially begun. We also recently...
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