A look at the Canadian economy, inflation, and housing.

May 21, 2024 |Jason Lonsdale

This week, we turn our attention to an important challenge facing many Canadian households: the meaningful rise in the cost of mortgages and rents. Read more about the potential impact below.

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Thoughts on Equities, GDP, and Interest rates

March 25, 2024 |Jason Lonsdale

Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. Read more below...

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A brief look at Global Equity Markets

February 26, 2024 |Jason Lonsdale
Global equity markets have maintained their strong start to the year, despite investors needing to recalibrate their expectations for the timing of interest rate cuts. Recent global economic data has been mixed, whereas in the U.S. it has largely exceeded...
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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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A look at interest rates , economies, and inflation

February 12, 2024 |Jason Lonsdale

Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology sto

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Thoughts on equity markets and the global shipping industry

January 29, 2024 |Jason Lonsdale

North American equity markets have continued to push higher through the first month of the year, and all eyes remain focused on the world's central banks. This week, we turn our attention to the challenges facing the global shipping industry.

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An Outlook on 2024

January 12, 2024 |Jason Lonsdale
Market action in the first few weeks has been relatively muted, contrasting with the strong gains witnessed towards the end of last year. This moderation can be attributed to a string of slightly stronger global economic data, prompting investors to reassess...
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