Our Insights

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

Goldilocks Economy

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Broadening Earnings

Recession Compression

The Bank of Canada's recent 25bps interest rate cut aims to stimulate the economy and lower borrowing costs, potentially revitalizing the housing market and affecting bond markets.

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Key takeaways on global equities, economic trends, central bank policy and market dynamics.