2025 Midyear Outlook: Canada

June 26, 2025 |Chris McManus
Canada equities The Canadian equity market has had a turbulent first half of the year, with a steady but modest downdraft leading up to “Liberation Day,” followed by an easing of fears amid constructive dialogue out of the White House. The TSX has since...
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Another round of the Fed’s waiting game

Another round of the Fed’s waiting game

June 23, 2025 |Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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Certain Uncertainty

June 20, 2025 |Chris McManus
The first half of 2025 is mostly in the books. Following is our look at equity market expectations as they stand for the rest of this year and for 2026.Over time, the value of businesses grows in step with corporate earnings, which in turn are largely...
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U.S. debt: Changing facts, updating views

U.S. debt: Changing facts, updating views

June 19, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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Global Insight 2025 Midyear Outlook: Canada

Global Insight 2025 Midyear Outlook: Canada

June 19, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

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“Big and beautiful” or not?

“Big and beautiful” or not?

June 06, 2025 |Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

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Women in sports: Report advocates for investing in professional women athletes

June 04, 2025 |Chris McManus
Hello, As billions of dollars continue to flow through the global sports ecosystem, the rapid appreciation of women’s sports franchises and league valuations continues, indicating growing interest from prospective owners, media partners, sponsors and...
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Is the rebound for real?

Is the rebound for real?

May 30, 2025 |Robert Sluymer, CFA, Technical Strategist

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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Video: How did you choose the executor of your Will?

May 28, 2025 |Chris McManus
Hello, Choosing an executor for your estate should not be taken lightly. As David Chilton, the Wealthy Barber, explains in this video, “an executor has to have a lot of talent. There’s a lot of pressure on this person.” This is why it’s important to choose...
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Equity market roller coaster: How is your stomach?

Equity market roller coaster: How is your stomach?

May 23, 2025 |Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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