Rebalancing Discipline

May 13, 2025 |Criterion Capital Group

A behind the scenes look at one of our most important portfolio management tools.

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The Fed and its dueling dual mandate

The Fed and its dueling dual mandate

May 09, 2025 |Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Canada’s building homes fast─but for how long?

May 07, 2025 |Robert Hogue

Slumping pre-construction sales are slowing the flow of units entering the pipeline and this could have negative consequences for supply growth in the medium to longer term.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Canada’s path ahead: Six economic challenges facing the new federal government

Canada’s path ahead: Six economic challenges facing the new federal government

May 01, 2025 |Frances Donald and Cynthia Leach

As Canada forms a new government, we break down some of the key economic issues the country faces.

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Wednesday Linkfest

April 30, 2025 |Criterion Capital Group

Sticking to the plan, viral Aussie twins, a look at the NFL draft in the context of risk-taking and navigating volatility in the wake of U.S. policy shocks.

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Wednesday Linkfest

April 24, 2025 |Criterion Capital Group

Canadians modified travel plans, YouTube's 20th anniversary, is there a "death tax" in Canada and how the new Pope will be chosen.

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The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

April 16, 2025 |Shaz Merwat
Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...
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Wednesday Linkfest

April 16, 2025 |Criterion Capital Group

RBC Dominion Securities Investment Strategist Jim Allworth with his thoughts on this market, Rory McIlroy finally did it, the Bank of Canada held its key interest rate unchanged and the Great Moose Migration.

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Wednesday Linkfest

April 09, 2025 |Criterion Capital Group

How Canada can build a resilient economy, managing emotions in challenging market environments, a deeper look at the tariff situation, and Canadian firms with American names are facing the heat.

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