Michael's Blog

Good Morning, Potential changes to U.S. government policy are an increasing area of investor focus, but it can be easy to lose sight of the forest for the trees. With the incoming Trump administration and potentially new policy initiatives, let’s discuss...

Good Morning, The Fed faces a conundrum. It has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. Today we’ll look at what may be driving this divergence and the...

In a historic comeback, Donald Trump won the presidency for a second time. Today we look at the key policies like taxes and tariffs that will shape the investment climate. There is quite a bit to unpack – so let’s get to it ! While Washington can influence...

China’s economy, faced with structural and cyclical challenges, is now growing more slowly than in its glory days. Let’s explore the monetary and fiscal measures undertaken thus far. Despite slower growth, the country should be in good stead to remain...