Insights

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

A NATO laggard no more—is the message the federal government revealed on Monday when it announced a big increase in defence funding for the 2025-26 fiscal year. The move will see Canada meet the 2% NATO spending target it agreed to work towards almost...

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

The U.S. government’s fiscal outlook can no longer be ignored.

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.