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While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.
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.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.
Welcome to your latest edition of “The Bottom Line” - Whether you're an investor or simply curious about finance, this is your guide to stay informed.
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.
