Insights

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

Stagflation risks and a likely general election suggest a volatile environment in 2024.

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

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