Weekly Strategy Perspectives: Debt Dilemma

Debt of all flavors has ballooned over the past several decades thanks to low interest rates, willing lenders and increasingly sophisticated ways to borrow. This week’s piece focuses on sovereign (a.k.a. government) debt, the allure......

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Weekly Strategy Perspectives: Consumer Conundrum

Consumption is the sole end and purpose of all production; and the interest of the producer ought to be attended to only so far as it may be necessary for promoting that of the consumer......

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Weekly Strategy Perspectives: The Worry Closet

The Through Line: After months of relative calm, market volatility has spiked in recent days in response to flaring trade tensions between the U.S. and China......

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Resetting expectations for Canadian markets

Three-quarters of the way into 2025, and the Canadian and U.S. markets are in a significantly different – yet arguably better – place than where many people expected them to be at the start of the year......

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Weekly Strategy Perspectives - Stablecoin: store of value, transaction token or hedge against the unknown?

Well, bitcoin is a currency. Bitcoin has no underlying rate of return. You know, bonds have an interest coupon. Stocks have earnings and dividends. Gold has nothing, and bitcoin has nothing......

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How to keep your emotions in check in volatile times

In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......

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Weekly Strategy Perspectives: Seeking Sanity in a World Gone Delulu

The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep coming. Questions abound re Fed independence and data reliability; deployment of troops to U.S. cities and the South......

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Weekly Strategy Perspectives: Guest Feature: U.S. Data Quality - in the Line of Fire

The Through Line: For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation de...

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Funding Your Child’s Future – Beyond the RESP

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

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Investment Strategy - August 2025

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...

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