Insights

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

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.