December 5, 2022
Will the Bank of Canada Follow the Fed’s Lead?
Was the market’s positive reaction to dovish comments from the Fed premature? What does the loosening of the zero-COVID policy mean for Chinese equities?
November 28, 2022
What to Expect from Q4 Bank Earnings
What will Q4 bank earnings tell us about the strength of the economy? What impact could external economic shocks like a possible U.S. railroad strike have on outlook and positioning?
November 21, 2022
When Will the Recession Hit?
What should investors expect from a split U.S. Congress following the recent elections? How will the inverted yield curve impact markets?
November 17, 2022
A recap of our 2022 proxy voting in Canada
Proxy voting is a key element of our stewardship and responsible investment approach. This piece summarizes how we voted in the Canadian market during the 2022 proxy voting season.
November 14, 2022
Chaos in Crypto: Should Investors Be Worried?
Why the latest crypto crash is affecting equity markets? Is demand for energy weighing down oil prices?
November 7, 2022
Don’t Doubt the Fed
Why are equity markets continually surprised by the U.S. Federal Reserve? Do lower equity valuations finally present opportunities for re-entry?