Insights

Overview In 2025, the global economy and markets face uncertainty from U.S. trade tariffs and the Trump administration’s policies more generally, but opportunities remain for patient and disciplined investors. Summary The first half of 2025 has been marked...

Investing surfaces many of our most primal human instincts, with our decision making often driven by fear or greed. Being aware of these weaknesses and then working to control them makes for a better and more successful investor; and, as the stewards...

Uncertainty around U.S. tariffs remains, but the worst-case scenario has largely been ruled out as progress toward trade deals is being made. In our base case scenario, economic growth should slow, but not stop, and any rise in inflation should prove...

In the search for the right investments to reach your goals, it's easy to look past or take for granted the opportunities in our own backyard. But for Canadian investors, some of the world's most attractive investments are right here at home. While global...

Canada The economy showed better than expected strength over the final months of the first quarter and into the early part of the second, with many businesses front-loading their purchases ahead of what was expected to be the implementation of severe...

More prospective homebuyers are making their way back to Canada’s housing markets as some trade war fog dissipates—but it’s far from a stampede. Local real estate board statistics indicate transactions increased modestly between May and June in several...

Executive Summary Canada’s $30-billion supply management system has underpinned national food sovereignty and security for more than 50 years. Covering dairy, chicken, turkey and eggs, the system has ensured price and supply stability for food staples...

A NATO laggard no more—is the message the federal government revealed on Monday when it announced a big increase in defence funding for the 2025-26 fiscal year. The move will see Canada meet the 2% NATO spending target it agreed to work towards almost...