The Smart Investor - 2025 Q3

July 31, 2025 |Shiuman Ho
Dealing with Market Volatility How to insulate your portfolio from violent price movements Market Review: First half 2025 To describe the stock markets in Canada and the U.S. in the first six months of 2025 as volatile would be an understatement. The...
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Shiuman Ho's Weekly Update - Monday July 28, 2025

July 28, 2025 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
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Lower prices and growing confidence keep Canada’s housing market recovery intact in June

Lower prices and growing confidence keep Canada’s housing market recovery intact in June

July 28, 2025 |Robert Hogue
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...
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A market that costs a pretty penny

A market that costs a pretty penny

July 25, 2025 |Kelly Bogdanova

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.

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Shiuman Ho's Weekly Update - Monday July 21, 2025

July 21, 2025 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

July 18, 2025 |Kelly Bogdanova

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.

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House prices diverge across Canadian markets

House prices diverge across Canadian markets

July 14, 2025 |Robert Hogue
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...
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Shiuman Ho's Weekly Update - Monday July 14, 2025

July 14, 2025 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
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Supply Management Explained

Supply Management Explained

July 14, 2025 |Lisa Ashton
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...
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Shiuman Ho's Weekly Update - Monday July 7, 2025

July 14, 2025 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
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