Our Insights

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals in recent memory. It will sharply reduce growth in housing demand over the coming years, making it possible for Canada to...

The Canadian government has been under growing pressure to align the inflow of newcomers to the country with current labour market needs and infrastructure capacity—which prompted a massive reversal of the post-pandemic immigration plan set by the federal...

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.

Industrial Surge

Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different lens...

The Bank of Canada lowered its benchmark interest rate by half a percentage point in October, to 3.75%.

The level of the overnight rate is still restrictive at 3.75% and the BoC in the press release hinted at future rate cuts will follow to support a return to stronger GDP growth.

Central banks’ inflation targets are in sight, but not all price trends have normalized. Inflation isn’t the headache it was, but investors should keep it in mind in their asset allocation decisions.