Blog

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.

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.

Quick update before the weekend… Global markets have been relatively calm and remain near their highs for the year. Despite the quiet market action, it’s been a rather busy period with developments that are worthy of updates. The first quarter earnings...

Quick update before the weekend… Volatility has resurfaced over the past month. It’s been most evident in the bond market, with yields having moved meaningfully higher (and prices lower), reaching levels seen in November of last year. The move on the...