Nick's Blog

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...

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

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

Maintaining financial security up to age 100 requires long-term planning for health care and living costs.

The decline in household wealth comes at a time when Canadians are already feeling the squeeze of higher inflation and rising interest rates.

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.