Blog

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?