Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

 March 28, 2025 |Ajay Nandalall
Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...
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Bank of Canada cuts by 50 bps, signals more gradual approach to follow

Bank of Canada cuts by 50 bps, signals more gradual approach to follow

 December 11, 2024 |Claire Fan
The Bottom Line: As expected, the Bank of Canada (BoC) cut the overnight rate by another 50 bps to 3.25% on Wednesday, right to the top end of the BoC’s “neutral” range estimate (2.25% – 3.25%). Macklem’s opening statement made clear that with interest...
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BoC accelerates pace of rate cuts

 October 23, 2024 |Claire Fan

The level of the overnight rate is still restrictive at 3.75% and the BoC in the press release hinted at future rate cuts will follow to support a return to stronger GDP growth.

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Monthly Musings

Monthly Musings- Sequence Risk & The Cash Wedge

 June 30, 2023 |Luke Charbonneau, CFA

When an investor transitions into retirement, the sequence of their investment returns becomes a material consideration. I discuss the benefit of the cash wedge income delivery strategy for retirees.

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Monthly Musings- We can't Predict, but we can Prepare

 May 01, 2023 |Luke Charbonneau, CFA
“It’s tough to make predictions, especially about the future.” - Yogi Berra Plenty of time and resources are dedicated to predicting the near-term course of financial markets. In particular, the financial media seems to be obsessed with this topic, and...
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