Publications

After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....

For many of us, stock markets are where the fun is (because they’re growth obsessed and chock full of interesting stories). Bonds, on the other hand, can be tough to wrap our heads and hearts around....

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

Despite trade uncertainty due to U.S. tariffs on Canadian imports, the Canadian economy has held up better than we would have expected.......

Artificial Intelligence (AI) is transforming industries at an unprecedented pace, offering new ways to optimize operations, enhance decision-making, and unlock efficiencies....

The Through Line: The critical holiday shopping season is in full swing, with consumers on the hunt for bargains. Investors, on the other hand, are busy tracking down themes that can help them peg the trajectory for 2026, reflecting consumption’s pre...