Gold’s regime change?

Gold’s regime change?

June 27, 2025 |Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

Read more

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...
Read more
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.

Read more

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...
Read more
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.

Read more
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.

Read more
“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.

Read more

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...
Read more