Publications

Investment Strategy Summary

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Investment Strategy Summary

Global Equity Weekly

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.
Global Equity Weekly

Research

Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
The CRA’s Foreign Reporting Requirements

Global Markets Commentary September 2023 : Video

We're going to cover the month and the quarter in our global monthly market commentary. September saw both stocks and bonds decline, reinforcing its reputation as an ugly month for investors, and that goes all the way back to 1950......

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Equity and Fixed Income Strategy - October 2023

Between another averted U.S. government shutdown and strikes across different industries, investors have had plenty of risks to consider. However, the risk to rule them all has to do with interest rates....

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Global Markets Commentary: Turbulence

September saw both stocks and bonds decline, reinforcing its reputation as an ugly month for investors. Going back to 1950, anxiety has been justified. This year, September was a disappointing end to a disappointing Q3....

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Equity and Fixed Income Strategy - September 2023

Lower inflation trends have supported equities all year – through higher valuation multiples – even in the face of a generalized economic slowdown. However, as we have already come down from 8% to a much more palatable 3% range, the future tailwinds...

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Global Markets Commentary: Real Reality Check

August brought a reality check to global capital markets as rip-roaring stock market gains took a breather. All major global equity markets fell in August, with losses in the 1.5% to 4% range. Chinese equities were harder hit, declining 8.5%....

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Equity and Fixed Income Strategy - August 2023

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......

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8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

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