Insights

Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite elevated inventory giving them the upper hand. Severe winter weather likely contributed to the slowdown, with significant...

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

Political headlines create anxiety but rarely impact long-term market performance; markets are driven by earnings, innovation, and consumer demand, not political theater. The S&P 500 has trended upward through wars, civil unrest, and 40+ administrations...

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.

The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including 850 CEOs, 80 tech billionaires and founders, hundreds of ministers and 65 heads of government spent the week hearing...

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.

A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked to sever parts of its economic relationship. And yet, Canada’s economy did not collapse. There were no two quarters of...

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

As we step into 2026, the financial landscape remains as dynamic as ever. We recently had the privilege of attending the RBC Dominion Securities Portfolio Management Conference, an annual event that we look forward to attending every January. This event...