The Fed raises the bar for lower rates

October 31, 2025 |Thomas Garretson, CFA

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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AI’s big leaps in 2025

October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

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Tech steals the Q2 earnings show

Tech steals the Q2 earnings show

August 11, 2025 |Kelly Bogdanova

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

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The look at the Canadian Equity Market

June 04, 2024 |Jason Lonsdale

Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. Below, we discuss key takeaways from these developments.

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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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