Knowledge Centre

The Through Line: Although the year is still in its infancy, markets have already been confronted with several volatility-inducing macro surprises. Determining if or how the developments will bend the fundamental arc of industry or economic......

Lingering risk of trade tariffs being introduced by the U.S. and Canadian governments has injected uncertainty into the economic and investment outlook, though there may be long-term opportunities despite financial market......

January’s positive start to the year is now in jeopardy after the U.S. launched a trade war. Tariffs on China are going ahead, but Canada and Mexico have been given a temporary reprieve. The level of uncertainty remains elevated and headlines......

On February 1, U.S. President Trump signed an executive order imposing a 25% tariff on all non-energy imports from Canada and a 10% tariff on energy imports (effective February 4). In separate executive orders, a 25% tariff was levied on all imports...

The Through Line: Over the weekend, it was announced that U.S. President Donald Trump intended to institute a blanket 25% tariff on all goods imported from Mexico and a similar 25% on all imports from Canada except energy which will be levied at 10%....

The Through Line: Markets were pleasantly surprised that incoming President Donald Trump did not include overt tariff actions among the many executive orders signed on his first day in office......

The Through Line: For much of 2024, stock and bond prices rose as investors reacted to solid economic progress and the prospect of central banks launching rate-cutting campaigns....

The Through Line: With the inauguration of America’s 47th president less than two weeks away and a newly seated Republican congressional majority intent upon providing him quick action on campaign promises, markets have already reacted to an......

For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....

Our title is shamelessly self-referential since we essentially copied the one from the December 2024 Investment Strategy report and changed the year to 2025....