Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

March 13, 2025 |Josh Nye

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

March 06, 2025 |Frances Donald and Cynthia Leach

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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Going into 2025: Watchful, Careful, but Invested

December 19, 2024 |Chris Cherepuschak
In our annual look at the markets going into the year ahead, we find ourselves in a world where there are a lot of good reasons to stay invested, but also a world where a lot of people already know all these reasons and are watching evermore intently...
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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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On the other side of the election, the most interesting market isn't the stock market

November 14, 2024 |Chris Cherepuschak
While a lot has happened to, and within, various stock markets since election day in America (and we touch on that briefly at the start here), the most interesting potential opportunity going forward in our opinion lies elsewhere as participants in this...
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The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

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.

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Behavioral Finance 101.....with our namesake!

October 14, 2024 |Frank Wade
As we enter the home stretch of this U.S. Presidential Election, we find ourselves in an overall market environment that is both constructive but vulnerable to a surge in volatility. Here to talk about this set-up, how we deal with elevated market volatility...
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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Two secular themes converge on a shuttered island + notes on commodities, China, and a historic September

October 02, 2024 |Chris Cherepuschak
A lot gets covered off in our latest video but there's a lot going on worth covering! Our main topic looks at a story that first broke Friday, Sept. 20 involving an infamous island in the U.S. that we don't think got as much attention as it deserved given...
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