Welcome!

We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

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Recent Posts

Equity investing for the next ten years

Dec 01, 2021 | Jim Allworth

As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

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coworkers discussing investments

Investment outlook for your 2022 portfolio

Dec 01, 2021 | RBC Wealth Management

Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.

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accountant in page

Is the U.S. corporate debt mountain something to worry about?

Dec 01, 2021 | Thomas Garretson

A historic corporate debt binge has supported the economic recovery. How should investors view the opportunities and risks for this business cycle?

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older-man-mentoring-photography-student

How China’s new economic policies could impact global investment

Dec 01, 2021 | Frédérique Carrier, Jasmine Duan

Tech-sector regulation is just one of the policy shifts being driven by President Xi Jinping, as China faces demographic and productivity challenges.

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worker-walking-betsween-rows-of-solar-panels

Green energy transformation: Opportunities and realities

Dec 01, 2021 | Kelly Bogdanova

The transition could represent a grand economic realignment, but investors shouldn’t lose sight of what it’s going to take to get from here to there.

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