Publications

The Through Line: Volatility in treasury markets has surprised investors in recent weeks as participants have grappled with a matrix of issues including the sustainability of global growth, fluidity in U.S. trade policy and the growing relative......

The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......

Still slightly overweight Canada – Now underweight U.S. and market weight Europe and Emerging MarketsIt is becoming clearer that Trump’s tariffs and trade wars are less a means to an end than an end in themselves. The implications are profound. The...

The Through Line: The thirst for certainty has reached fevered proportions, yet the very opposite may prevail for at least a few more months even after U.S. President Donald Trump’s April 2 announcement of sweeping tariffs on virtually all......

Worried headlines were the order of the day during the first quarter of 2025. Words and deeds of the new U.S. administration produced many heavy hearts and unpleasant surprises......

As far as NHL coaches go, Craig Berube has already had a storybook career, going from an undrafted player who would play 17 seasons to a head coach with the St. Louis Blues where he turned a struggling team into a Stanley Cup champion......

The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......

The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

Many issues can keep a small business owner up at night, but one threat near the top of the list is a cyber attack. According to a 2024 report by the U.S. Chamber of Commerce, 60% of small businesses indicate cyber security threats......