Economic and Market Updates

Weekly Strategy Perspectives: Seeking Sanity in a World Gone Delulu

The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep coming. Questions abound re Fed independence and data reliability; deployment of troops to U.S. cities and the South......

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Why more family offices are buying businesses to add to their portfolios

In late 2023, a well-known Canadian tech media outlet quietly changed hands, but not to a publishing conglomerate or an institutional investor. Rather, it sold to a husband-and-wife team with deep entrepreneurial roots......

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Weekly Strategy Perspectives: Guest Feature - Dissing the Dollar

The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......

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Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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5 lessons from coach Martin St-Louis

In business as in hockey, there are many challenges. Former star NHL player Martin St‑Louis, now head coach of the Montreal Canadiens, knows all about that. A talented right-winger, he won a Stanley Cup and countless other trophies during......

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Global Markets Commentary: The great rotation

Worried headlines were the order of the day during the first quarter of 2025. Words and deeds of the new U.S. administration produced many heavy hearts and unpleasant surprises......

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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

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Cyber attacks increasingly target small business

Many issues can keep a small business owner up at night, but one threat near the top of the list is a cyber attack. According to a 2024 report by the U.S. Chamber of Commerce, 60% of small businesses indicate cyber security threats......

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Investment Strategy - March 2025

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

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Weekly Strategy Perspectives: Breathe

The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......

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