Steen's Blog

Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026 | Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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Davos ’26: Making sense of a new world order

Jan 28, 2026 | John Stackhouse

The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including...

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The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026 | Tyler Frawley, CFA

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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Beyond the forecast: Six themes for Canada’s economy in 2026

Jan 21, 2026 | RBC Economics

A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked...

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