Insights

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

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.

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

Trump 2.0 will likely boost the economy and markets over the short term but presents potential risks beyond then. Our active approach has ensured our clients are positioned for success.

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%.

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

As we head into a traditionally volatile time of year, we offer our view on the US economy and markets. We highlight the supportive stance of government policy as a key reason we think the US will avoid a recession in the foreseeable future.