August 8th 2025 - Bi-weekly Stinson Wealth Management Report

August 08, 2025 |Michael Stinson

As we’ve highlighted in recent letters, this summer has been far from quiet. Markets remain sensitive to a steady flow of headlines, many of them tied to evolving trade developments, which continue to shape investor sentiment.

Read more
One year in: The Labour Party’s report card

One year in: The Labour Party’s report card

July 11, 2025 |Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Read more

June 27th 2025 - Bi-weekly Stinson Wealth Management Report

June 27, 2025 |Michael Stinson
It has been an eventful few weeks. A significant escalation of conflict between Israel, Iran, and the U.S. culminated in a recent ceasefire. Not surprisingly, oil prices have been volatile through this period, though global equity markets have remained...
Read more
Another round of the Fed’s waiting game

Another round of the Fed’s waiting game

June 23, 2025 |Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Read more
U.S. debt: Changing facts, updating views

U.S. debt: Changing facts, updating views

June 19, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

Read more
Global Insight 2025 Midyear Outlook: Canada

Global Insight 2025 Midyear Outlook: Canada

June 19, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

Read more

June 13th 2025 - Bi-weekly Stinson Wealth Management Report

June 13, 2025 |Michael Stinson
Global equity markets had been trading near all-time highs, benefitting from a relatively quiet period on the trade front. But some volatility resurfaced in the wake of an escalating conflict in the Middle East between Israel and Iran. It is difficult...
Read more
Critical Capital: How Canada can tap foreign investment for its mineral riches

Critical Capital: How Canada can tap foreign investment for its mineral riches

June 04, 2025 |RBC Thought Leadership
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...
Read more

An Alternative View - a Conversation with Robert Wilson, CFA

May 30, 2025 |Michael Stinson

Alternative investments ranging from private equity to commodities and derivatives are becoming an increasingly important part of modern portfolios. But what exactly are they, and how do they differ from traditional investments like stocks and bonds?

Read more
Is the rebound for real?

Is the rebound for real?

May 30, 2025 |Robert Sluymer, CFA, Technical Strategist

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.

Read more