Weekly Strategy Perspectives: Risky Business

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

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Weekly Strategy Perspectives: Putting a Sweater on the Octopus – employment paradoxes and paradigms

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

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Capital Markets Assumptions and Themes – Outlook for 2026

To be a successful investor, it’s important to look beyond individual asset classes and consider how powerful, long-term economic shifts – like those we’re seeing in geopolitics, technology and capital markets – could reshape the investing landscape....

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Weekly Strategy Perspectives: Level-setting the ABCs of 2026

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

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Weekly Strategy Perspectives: Surprise, Surprise

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

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Beyond the Portfolio Podcast: Equity Market Outlook for 2026

Solid fundamentals in economic growth and earnings, alongside easing monetary and fiscal policy are setting the conditions for a fairly optimistic outlook for equity markets in 2026....

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Weekly Strategy Perspectives: Fearless Forecasts

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

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What two Stanley Cup runs have taught Oilers’ Kris Knoblauch about leadership

Two seasons. Back-to-back Stanley Cup Finals. Only two coaches in NHL history have reached 80 wins faster. Kris Knoblauch has certainly made his mark since arriving in Edmonton as the Oilers’ Head Coach in 2023......

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Economic Outlook: Insights Into 2026

Despite trade uncertainty due to U.S. tariffs on Canadian imports, the Canadian economy has held up better than we would have expected.......

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