Insights

Eric Lascelles discusses some considerations and potential implications for the Canadian economy should Donald Trump’s proposed tariff policies be enacted.

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Smart homes can unlock grid efficiencies Tech-savvy homes could save Ontario ratepayers $500 million annually Ontario is bracing for a wave of electricity demand The province’s rapidly growing population, electrifying industry, and aging nuclear reactors...

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

Donald Trump’s return to the presidency has unleashed a wave of optimism in equity markets as investors price in tax and regulation cuts, but are curiously ignoring potential downsides from tariffs. One factor that may be helping boost stocks over and...

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals in recent memory. It will sharply reduce growth in housing demand over the coming years, making it possible for Canada to...

The Canadian government has been under growing pressure to align the inflow of newcomers to the country with current labour market needs and infrastructure capacity—which prompted a massive reversal of the post-pandemic immigration plan set by the federal...

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.