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Insights


Weekly Commentary
December 4, 2023
December 2023
The China Conundrum
With a bond market rally underway, is it the right time to get back into China?


Weekly Commentary
November 27, 2023
December 2023
Is Now the Time for Bonds?
What are the key takeaways from the Fed’s latest meeting? Is there more upside on the table for A.I. stocks like Nvidia?


Responsible Investment
November 27, 2023
What to look for at COP28
The UN’s annual climate conference meets in the United Arab Emirates November 30-December 12. Here’s what we’re watching.

Multi-Asset
November 22, 2023
Stocking Up for a Holiday Rally
The technical recession we’ve been waiting on for months finally seems to have arrived in Canada.


Weekly Commentary
November 20, 2023
December 2023
Is It High Noon for The Magnificent Seven?
What do the latest U.S. inflation numbers mean for interest rates? Will the November market rally continue through the rest of the year?


Weekly Commentary
November 13, 2023
December 2023
Canada’s Housing Timebomb Keeps Ticking
As the U.S. and Canadian economies diverge, what does that mean for the housing market? What’s the outlook for crude prices, and is the Israel-Hamas conflict a material risk factor?