Insights

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...

Returns on cash in Canada have likely seen their best days as the Bank of Canada’s interest rate cuts eat into future returns. Many investors maintain above-target cash weightings as a buffer to volatility, but over the long term cash has underperformed...

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.

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Volatility went through the roof after “Liberation Day” as markets corrected sharply. Since then, volatility (as measured by the VIX Index) has come back down to earth rapidly. Historically, a quick return to calm waters has boded well for future stock...

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

Slumping pre-construction sales are slowing the flow of units entering the pipeline and this could have negative consequences for supply growth in the medium to longer term.

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.