Insights

The past two years posed significant challenges to the classic “balanced” portfolio holding healthy weightings in both stocks and bonds. After many years of providing complementary exposures, the resurgence of inflation caused bond and stock returns to...

The Bank of Canada (BoC) held the overnight rate unchanged for a fifth consecutive meeting, extending a pause that started after the last hike in July last year. 

While it has come with little fanfare, the S&P 500 traded to new all time highs this year. Investors fully allocated to equities likely feel this is something to cheer, but it can draw more mixed emotions for those looking to put cash to work. It certainly...

Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour shortages earlier in the pandemic recovery. Now lagging productivity in Canada (along with a softening labour market...

A sound transition plan requires consideration of energy security as well.

Quick tip #1 – contribute early to maximize your RRSP You have until February 29, 2024 to make your 2023 Registered Retirement Savings Plan (RRSP) contribution. But remember to contribute early to avoid the last-minute rush. Contributing early can also...

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have more energy this winter. Importantly, they’re landing more deals. Home resales in Canada increased for the second month...

Higher interest rates have led many investors to wonder if they should be increasing bond exposure. In the past two years, Canadian dividend stocks have become much more interest rate sensitive. This can be seen clearly in the increased correlation between...