Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

November 28, 2025 |Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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How BRICS sees the world

October 02, 2025 |Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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To the brink of bear territory and back.....and beyond?

May 14, 2025 |Chris Cherepuschak
Note: The blurriness for the first thirty seconds was a laptop camera issue, not an issue on your device, and it's not noticeable shortly into the video once we start sharing slides. While it may be completely unfathomable given everything that has taken...
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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

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.

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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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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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