Insights

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

Most of the drop in Canadian headline CPI growth to 3.1% year over year in October (just a touch above Bank of Canada’s 1% - 3% inflation target range) came from a 4.5% month over month decline in gasoline prices. That decline also pushed year-over-year...

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

Fall market stuck in a low gear across Canada

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?

As China aims to strengthen development and trade ties with its Belt and Road Initiative (BRI) partners, we take closer look at the BRI and illustrate how the country hopes to gain influence on the world stage.