Insights

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

Agile, growth-focused moves by family offices in the last two years have helped enterprising families grow their wealth and expand their legacy.

Maintaining financial security up to age 100 requires long-term planning for health care and living costs.