Blog

As expected, the Fed held off on a rate cut this week. But as policymakers await more economic data before a likely September rate cut, the data may already be signaling the central bank is too late.

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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

As valuations have become compelling, is now the time for investors to add bank exposure to portfolios?

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

Conversations that we've had with business owners for the past 3 years tend to revolve around the same thing - labour. We normally hear four things: we can't hire anyone, people are leaving to competitors, employees are asking for too much or I’m hiring...

There has been a lot of conversations around where we are in the current business cycle and if we are on the verge of a recession. While no one rings the bell when recessions start or end, it is always good to be prepared. This will be many peoples first...