Quarter-century crossroads

December 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

November 28, 2025 |Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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It's Financial Literacy Month!

November 26, 2025 |Vince Boschman
November is financial literacy month – a reminder that even small steps towards understanding your finances can make a big difference over time. Our team at Boschman Wealth Partners has put together some resources, practical tools, and insights to help...
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Building on a narrow base

November 21, 2025 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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Power tools

November 17, 2025 |Atul Bhatia, CFA

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

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2025 Federal Budget - Key Points

November 10, 2025 |Vince Boschman
It has been more than 18 months since Budget 2024 – and nearly a year since the previous government’s ill-fated Fall Economic Statement – and much has changed in the interim. There is a new government in Ottawa with campaign promises to deliver on and...
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A Year in Review: Rate cuts, AI, & Tariffs

November 07, 2025 |Vince Boschman

It’s hard to believe we’re already heading into the last six weeks of 2025.

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The U.S. dollar in transition: Cyclical volatility meets structural shifts

November 07, 2025 |Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

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Five disruptors to the U.S. economic cycle

November 06, 2025 |Frances Donald, Mike Reid, and Carrie Freestone

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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A Tariff Conversation with Manulife

November 06, 2025 |Vince Boschman
About a month ago, Chris sat down with Kevin Headland from Manulife. Kevin is a Co-Chief Investment Strategist and we wanted to get his take on the past year and what level protectionist policies in the US may impact the markets moving forward.
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