May 2, 2025 - Bi-Weekly Update

 September 12, 2025 |Jeroen Rijken
The month of April has come and gone, and so too has some of the drama and market volatility resulting from the threat of a global trade war. Below, we discuss why the past month served an important lesson for investors. We also briefly address the Canadian...
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April 17, 2025 - Bi-Weekly Update

 September 12, 2025 |Jeroen Rijken
What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception is China,...
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April 4, 2025 - Bi-Weekly Update

 September 12, 2025 |Jeroen Rijken
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the spectre of a...
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March 7, 2025 - Bi-Weekly Update

 September 11, 2025 |Jeroen Rijken
Believe it or not, but we are only in the month of March. Yet, it has been quite the year already given the policy shifts and turns undertaken by the U.S. administration. While many people, including ourselves, are “tariff-ed” out at this point, we discuss...
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March 21, 2025 - Bi-Weekly Update

 September 11, 2025 |Jeroen Rijken
Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date. Despite the relative calm on the tariff front, there were important developments elsewhere...
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February 21, 2025 - Bi-Weekly Update

 September 11, 2025 |Jeroen Rijken
Investors need to deal with risk and uncertainty. Nevertheless, the noise level through the first few months of this year has admittedly felt higher than normal. The threat of tariffs, a surprise development in artificial intelligence, higher U.S. inflation...
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February 3, 2025 – Bi-Weekly Update

 September 11, 2025 |Jeroen Rijken
Global equity markets are grappling with an executive order signed by U.S. President Trump over the weekend authorizing tariffs be placed on all Canadian imports beginning Tuesday, February 4th. Markets have digested the news reasonably well as the selloff...
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February 4, 2025 - Bi-Weekly Update

 September 11, 2025 |Jeroen Rijken
Global equity markets have been grappling with the threat of U.S. tariffs in recent days. Markets have digested the news reasonably well as the selloff has been unremarkable. That may be partly attributable to uncertainty as to the timing of when tariffs...
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January 24, 2025 – Bi-Weekly Update

 September 11, 2025 |Jeroen Rijken
Global equity markets have spent the past month adjusting to the view that the U.S. Federal Reserve may be nearing the end of its rate cutting campaign. Nevertheless, markets experienced some renewed strength over the past week after a subdued early start...
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January 10, 2025 – Bi-Weekly Update

 September 11, 2025 |Jeroen Rijken
Happy New Year. The stock markets closed out a strong year on a quieter note as investors began to recalibrate their expectations for future interest rate cuts by the U.S. Federal Reserve. This shift in expectations led to a rise in government bond yields...
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