Apparently we go higher, but does it last?

April 10, 2025 |Chris Cherepuschak
In a quicker video that serves as almost an addendum to the previous video recorded Monday, April 7, 2025 (click here to watch that video), we look at yet another historic day in the markets - but this time in a good way! We also examine the nuances around...
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Where do we go from here?

April 07, 2025 |Chris Cherepuschak
The pronounced meltdown in markets that has played out in April has been shocking in terms of both speed and magnitude. As everyone searches for answers, we walk through the current market backdrop and our own framework we use to navigate extreme environments...
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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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What is the impact of tariffs on the U.S. economy?

What is the impact of tariffs on the U.S. economy?

March 06, 2025 |Mike Reid and Carrie Freestone
The effective U.S. tariff rate is now at its highest level since the 1940s after U.S. President Donald Trump signed an executive order to impose 25% tariffs on Canada and Mexico on March 4. A new order was also signed for China, increasing tariffs to...
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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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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
The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...
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Reviewing the current market backdrop as uncertainty reigns

March 05, 2025 |Chris Cherepuschak
In a world where volatility is surging, markets are falling, and uncertainty reigns as a result of tariff-induced angst, we take a look at the current investing backdrop, what's changed and what hasn't, and where we now see opportunities going forward...
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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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Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

January 30, 2025 |Josh Nye, Canadian Fixed Income Strategist

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

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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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