Insights

Canada's facing a tough economic backdrop. We discuss this in the context of our decision to lower our Canadian stock exposure while still maintaining positions in certain defensive and internationally-focused companies.

Our client portfolios have had a great start to 2024. Given our disciplines as well as market risks, we have taken advantage of this strength to rebalance our positions. Despite our prudence, we believe the market has room to run in 2024 and beyond.

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