Insights

Canada’s housing market showed further signs of recovery in June with home resales picking up for a third straight month on a monthly basis. But, prices remained lower overall with nationwide declines largely driven by softening in Ontario and British...

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

More prospective homebuyers are making their way back to Canada’s housing markets as some trade war fog dissipates—but it’s far from a stampede. Local real estate board statistics indicate transactions increased modestly between May and June in several...

Executive Summary Canada’s $30-billion supply management system has underpinned national food sovereignty and security for more than 50 years. Covering dairy, chicken, turkey and eggs, the system has ensured price and supply stability for food staples...

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

Key Points More than 100 mineral projects, valued at $107 billion, are at various stages of development in Canada over the next ten years. Unlocking that potential requires diversified capital flow, both domestic and foreign, for Canada to emerge as a...

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.