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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