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Senior Portfolio Manager & Wealth Advisor
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.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings...
We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.
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