Blog

Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....

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.

Retail sales ticked up in November in the midst of the holiday shopping period. Even after adjusting for inflation, real retail sales (excluding autos) were tracking an increase relative to October. Clothing stores and gasoline were responsible for the...

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

Markets showed their resilience in the first quarter, despite being rocked by shock waves that few anticipated. Investors began the year feeling largely upbeat. Inflation appeared to be subsiding, and many bet that would lead the Federal Reserve to switch...

We encourage women to embrace investing and philanthropy and to seek advice to ensure it aligns with their values and passions.

Markets are kicking off March with more of what we felt in February; stronger economic growth accompanied by stronger inflation and a higher for longer rate regime…

Howard Marks is the founder and Chairman of Oaktree Capital and he regularly writes letters to Oaktree clients outlining his views on markets and economies. The letters read like Michael Lewis ghostwriting for Warren Buffett; insightful, direct, homespun...