Weekly Strategy Perspectives: Economic Regime Change Part III – Deglobalization

Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....

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Weekly Strategy Perspectives: Anx-AI-ety Alley

The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....

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Weekly Strategy Perspectives: Great Expectations: What to Watch for This Earnings Season

Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....

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Weekly Strategy Perspectives: Regime Change Part II: The Evolution of Capital Markets

This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....

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Weekly Strategy Perspectives: Economic Regime Change Part I: What’s Old is New Again

In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....

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Weekly Strategy Perspectives: One for the Record Books: Q2 Review and Q3 Preview

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....

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Global Trade Outlook: The USMCA and Beyond

Trade uncertainty in North America is here to stay for a while....

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Weekly Strategy Perspectives: Musings on the State of the AI Trade

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

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Beyond the Family Business with Luke Hansen-MacDonald: Investing for Purpose and Profit | Jen McCain, Irie Capital

In this episode of “Beyond the Family Business,” Luke sits down with Jen McCain, whose grandfather and great uncle co-founded multinational frozen food company McCain Foods in 1957 in Florenceville, New Brunswick....

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