Newsletter & Commentary

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......

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...

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....

Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....

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....

The Bank of Canada (“BoC”) and U.S. Federal Reserve (“Fed”) were at it again, recently raising rates another quarter point. While we think those latest increases were unnecessary given already sharply lower inflation trends, at least we now have......

Sometimes in the world of investments, the best longer-term risk-reward vehicles are found on the road less travelled. Case in point, since the start of 2022, Canadian banks have been very much out of favour with investors....