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

Planning for the family vacation property

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

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Named an executor? Here’s what to consider before you say “yes”

When someone you love names you as the executor of their estate, it can feel like an act of trust....

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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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The one big risk women are taking with their finances

Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....

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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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