Recent Posts

Crosscurrents buffet U.S. dollar and Treasury market

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

Davos ’26: Making sense of a new world order

The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including...

The “Great Narrowing”: S&P 500 concentration

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Beyond the forecast: Six themes for Canada’s economy in 2026

A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked...

Setting the stage for a sustainable Chinese equity rally

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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