An evolving investment landscape

An evolving investment landscape

February 29, 2024 |Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

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

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U.S. debt: Not living on borrowed time

U.S. debt: Not living on borrowed time

December 08, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Five signs North America’s labour markets are starting to crack

June 02, 2023 |Mark Porretta
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...
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A Parents’ Guide to Teaching Kids About a Recession

May 16, 2023 |Mark Porretta
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...
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TFSA vs RRSP vs FHSA: Your Top Questions Answered

March 31, 2023 |Mark Porretta
For the majority of us, purchasing our home is the biggest decision we'll ever make. In the last few years, we have seen a seismic change in the housing market with prices and interest rates changing so rapidly. This has made it difficult at times for...
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Stocks vs. real estate: Considerations for Canadian investors

February 21, 2023 |Mark Porretta
The age-old question, Stocks vs. Real estate. While both have their advantages and disadvantages, both assets have performed extremely well over the last 20+ years. One distinct feature that differentiates the two is leverage. Being able to put down a...
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As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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CRA announces TFSA limit for 2023

January 15, 2023 |Mark Porretta
In Canada, one of the best investment vehicles we have is a Tax Free Savings Account. For anyone who doesn't know, this was an investment vehicle that created for Canadians to contribute a fixed amount of money and earn tax free returns. Every year the...
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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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