The numbers behind U.S. tariffs

 September 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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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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Spring hints & Tax tips - February 2024

 February 12, 2024 |Lisa Thompson Family Wealth
Ontario's Wiarton Willie, Nova Scotia's Shubenacadie Sam, and Quebec's Fred la Marmotte have all reportedly agreed that spring like weather will soon arrive. We are looking forward to sunshine filled, longer days ahead! As we step into the new calendar...
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