Insights & Newsletters

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

"The Dumbest Trade War in History”. That’s what the Wall Street Journal called the 25% tariffs on Canada and Mexico that were announced by the White House on Saturday. I couldn’t agree more. There is no question that this is going to hurt the Canadian...

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

On Monday, Donald Trump will be inaugurated for the second time and become the 47th President of the United States. When I speak to clients these days about the concerns they might have about the market and their portfolio, the threat of tariffs is clearly...

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

Feel free to forward this email… What's that old cliché: if you live long enough, you’ll see everything? What was supposed to be a close US Presidential election turned out to be anything but. As it stands now, the Republicans have won the White House...

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.

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

Exactly 30 years ago today, on October 11, 1994, I started my career at RBC Dominion Securities. In early October of 1993, I was attending UNB Law School in Fredericton. By this time, I had been in University since 1985 and getting tired of living the...