Insights & Newsletters

I was at an investment conference early in November of last year and was having lunch with a fellow portfolio manager and we began comparing notes about the market when he mentioned that he had his portfolio at about 50% cash. This seemed extreme to me...

Since the beginning of this year, the Canadian stock market is up about 5% and the US market is up over 7% extending their gains from the last part of 2023. It is obviously too early to tell how this year will end but it is starting out as a typical election...

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.