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

10 ways to divorce-proof your assets and protect your wealth

No one gets married with the expectation of one day filing for divorce, but it happens to somewhere between 38% and 48% of Canadian marriages....

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Equity and Fixed Income Strategy - January 2024

We are already seeing some optimistic signals. First, far from deteriorating, our recession probability model has shown improvement with the odds of a recession ticking down to about 40%....

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Global Markets Commentary 2023 Year in Review: Bankers, Barbie and Bounce Back

When we look back on 2023, the tragedies in Ukraine and the Middle East will sadly stand out in our memories. For capital markets, banks at all levels (regional, global and central) drove a volatile year....

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Succession strategies for Canadian farmers

Farming in Canada is one of the oldest industries and still continues to play an integral economic role, domestically and beyond....

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Equity and Fixed Income Strategy - December 2023

We think the market can power higher through year-end and beyond. That, in a nutshell, has been our call for the last few months, despite the pervasive negativity surrounding the geopolitical environment as well as the interest rate and economic outl...

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2024 Capital Markets Outlook: Plenty of Progress, Solid Foundations Laid

Looking back on 2023, we can see progress in tackling major issues that loomed over the global economy and capital markets. The world enters 2024 faced with some unfinished business that will be a priority in the year ahead....

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The art of investing in art

Money doesn’t grow on trees, but you can hang it on your wall. Art has turned heads for centuries, but with valuations surging in recent years, some investors now admire their paintings as much for their ability to boost portfolio returns as they do...

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The art of transformational giving

Today’s economic climate is putting pressure on all of us in different ways. More and more people are turning to community organizations for support....

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2023 Year-End Tax Planning Tips

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to ye...

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