Knowledge Centre

U.S. president-elect Donald Trump has threatened to impose 25% tariffs on all imports from Canada and Mexico on his first day in office – unless both countries deal with border security issues....

In last December’s 2024 Market Outlook Plenty of Progress, Solid Foundations Laid, we discussed a continuing return to normal, an environment where investors are rewarded across the risk spectrum....

As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....

Major news agencies have called the victory for former President Trump and control of the Senate for Republicans. While votes are still coming in, it is quite possible that President Trump will win both the popular vote and all seven swing states....

It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....

Investors have had a lot to digest in 2024. Inflation has come down, interest rates have eased and markets have responded positively, yet climate disasters, geopolitical tensions and a U.S. election continue to be on everyone’s minds – and the year i...

We salute the Federal Reserve (“Fed”) for being bold and cutting interest rates by 0.5%. To us, this is a clear signal that the most important bank in the world is serious about engineering a so-called “soft landing” where the economy avoids a recess...

The third quarter was full of surprises – an integral part of investing. Prices don’t move on what happens; they move on what happens versus expectations. Various outfits keep score of how many data points hit, miss, or beat economists’ consensus exp...

While it is tempting to want to tilt investment choices in anticipation of a particular election outcome, mixing politics and your portfolio has a poor record of success....

We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....