Weekly Strategy Perspectives: Profile of a Bubble (How Worried Should We Be?)

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part II

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

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Investment Insights Spring 2026

In This Issue • Generation Squeeze: 30 Years of Inflation • Beyond Canada: A Look at Global Markets • How Is Investment Income Taxed? • The Wealth Gap: A Two-Speed Economy • Strategic Insurance Planning for HNW Investors...

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part I

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

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Weekly Strategy Perspectives: Q1 Earnings Update – It’s Fine, Everything’s Fine (Really)

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

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Weekly Strategy Perspectives: A Brave New World

For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....

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Middle East Conflict: Reading Market Signals About Risks

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

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Global Markets Commentary: Resounding Resilience

Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....

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Weekly Strategy Perspectives: Wrangling Risk

With stocks near all-time highs despite a backdrop of concerning headlines, investor psyches are understandably disheveled by the dissonance....

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Government of Canada releases Spring Economic Update 2026

On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...

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