Current Events

The Software Investor's Handbook to AI 

"Investors are overestimating the short-term impact, but underestimating the long-term impact of GenAI...."

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Stick to the plan

Volatility, economic and policy uncertainty, and tariff rhetoric are factors that have cast doubt and created a broad-based lack of confidence among investors, clients, and other stakeholders. (For full article) 

Equity volatility clusters 

Days of high volatility, both upward and downward, tend to arrive in rapid succession, often clustering around major global disruptions.

While these turbulent periods are difficult for investors to endure, the relationship between the best- and worst-performing

days underscores the importance of adhering to a long-term investment plan.  (For full article)

Global Insight Special Report

Tariffs: Bracing for market impact

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should investors take?

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U.S. trade policy is taking a more restrictive turn with potential implications for Canada’s economy and equity market. For investors, we believe maintaining a disciplined approach and resisting knee-jerk reactions to headlines will be the best way to navigate through what could be repeated bouts of market volatility.

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