Insights

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Find out three ways U.S. debt can affect Canada.

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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

Tax, investment and estate planning strategies in the year you turn age 65 and beyond.

Find out about FHSA tax benefits, contribution limits, eligibility and more.

We encourage women to embrace investing and philanthropy and to seek advice to ensure it aligns with their values and passions.

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