Global equities performed well over the course of July. The strength can be attributed to a number of factors, but a key driver has been an economic, trade, and monetary policy backdrop that’s had more positive than negative developments of late. For...
Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......
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......
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......
The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. For the average investor, the sheer quantity of shifting variables can understandably prompt “freeze or flight” reactions......
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......
The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......
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......
The Through Line: Volatility in treasury markets has surprised investors in recent weeks as participants have grappled with a matrix of issues including the sustainability of global growth, fluidity in U.S. trade policy and the growing relative......
The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......