Insights

Find out three ways U.S. debt can affect Canada.

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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

There are signs the U.S. equity rally should have some staying power. Still, uncertainties remain from the earnings picture.

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

Each week we provide market context and a snapshot of the salient items for our clients’ investment and wealth management needs. Our goal is to present informative, relevant information when it comes to investment matters. 2022 was a year of challenges...