December 2024 Update

December 02, 2024 |Karen Robertson

North American equity markets are flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs.

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The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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October 2024 Update

September 30, 2024 |Karen Robertson

The TSX is up 2.6% for September and up 14.3% year to date. The S&P 500 is up 1.6% in September and up 20.3% year to date. The NASDAQ is down 2.3% in September and up 20.7% year to date. These numbers are as of close Sept 27, 2024.

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April 2024 Update

March 28, 2024 |Karen Robertson

The TSX is up 3.5% in March and up 5.5% year to date. The S&P500 is up 3% in March and up 10% year to date. The NASDAQ is up 1.9% in March and up 9.2% year to date.

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Do it yourself Investing – is it for you?

February 21, 2024 |Karen Robertson

There are lots of ads out there for do it yourself investing.  How do you start to invest for yourself?

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

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

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