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Dear Friends, I hope your weekend was a good one. Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. As a result...

Dear Friends, I hope you had a great weekend. Global equity markets have trended higher in recent weeks, with performance in regions outside the U.S. being notably stronger. Investors have been focused on the employment picture and recent comments from...

The Bank of Canada (BoC) held the overnight rate unchanged for a fifth consecutive meeting, extending a pause that started after the last hike in July last year. 

Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour shortages earlier in the pandemic recovery. Now lagging productivity in Canada (along with a softening labour market...

Dear Friends, I hope you had a nice weekend. Global equity markets have maintained their strong start to the year, despite investors needing to recalibrate their expectations for the timing of interest rate cuts. Recent global economic data has been mixed...

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

It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have more energy this winter. Importantly, they’re landing more deals. Home resales in Canada increased for the second month...

Dear Friends, I hope your weekend was a good one. Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again...