Big Troubles at Small Banks

This seismic shock was severe enough to negatively impact Canadian banks and their global peers.
This week with Sadiq

The Volatility Wild Card

March 20 to 24, 2023

Aligning your needs with our investment capabilities

Your needs, and the evolution of those needs and objectives, are aligned to our expertise and expansive capabilities spanning geographies, asset classes, and style such active, passive and multi-asset. Through consultative collaboration, we seek to understand your needs before we get to solutions.

Multi-asset solutions

  • Long term strategic asset allocation strategies employing both fundamental and quantitative analysis to tactically adjust equity, bond, alternatives, and geography weightings
  • Style and factor tilts applied depending on macro factors


  • Access to innovative alternative solutions and exclusive offerings (such as private equity, real estate and infrastructure)
  • Designed to enhance yield opportunities and reduce correlation to traditional markets


  • Solutions designed to hedge risk across diverse asset classes and take advantage of better risk adjusted outcomes
  • Access to significant options managers well practiced in derivative solutions


Synthetic asset management

  • Collateral optimization seeks to strategically source and manage eligible assets in a cost-effective way to enhance overall return on collateral


Global equities

  • Sector focused investment style; designed to be flexible, collaborative, global, and scalable
  • Solutions combining best sector ideas focused on alpha generation and high-touch client service


Fundamental equities

  • Strategies focused on companies’ fundamentals, valuations and competitive advantages designed to deliver long-term value

Disciplined equities

  • Blended strategies combining quantitative and fundamental analysis to help drive better long-term results

Active fixed income and liquidity solutions

  • Active management strategies with rigorous risk management focused on delivering superior returns and ensuring capital preservation
  • Liquidity solutions devised to offer higher liquidity value

ETF strategies and solutions

  • Broad offering of passive and active ETF capabilities across all asset classes
  • Customized ETF solutions designed to meet immediate or long-term portfolio goals

Responsible investment strategies and solutions

  • Deep expertise in design solutions and approaches to meet the rigorous standards of both social responsibility and fundamental financial analysis


Silicon Valley Bank headquarters and branch; Silicon Valley Bank, a subsidiary of SVB Financial Group, is a U.S.-based high-tech commercial bank
March 22, 2023

Banking and Bad Apples: The Aftermath of SVB

The economy is slowing down but the question remains, will a recession arrive sooner or later? We continue to anticipate it will be late 2023, or even 2024.
Sadiq Adatia
Weekly Commentary
March 20, 2023
March 2023

The Volatility Wild Card

How far will the SVB contagion reach? What impacts can be felt on regulation, interest rates, and investor sentiment? Which opportunities are flying below the radar?
Common area outside with tall buildings and people walking around
March 14, 2023

Big Troubles at Small Banks

This seismic shock was severe enough to negatively impact Canadian banks and their global peers.
Sadiq Adatia
Weekly Commentary
March 13, 2023
March 2023

Chairman Powell’s Senate Shocker

Why did investors seem shocked by Fed Chairman Powell’s hawkish comments to the U.S. Senate? Will the Bank of Canada hold interest rates steady for the rest of 2023?
Hiker stands on the edge of a cliff
Hiker stands on the edge of a cliff
Responsible Investment
March 7, 2023

Fighting Climate Change ‘Like a Girl’

Why women are crucial to successful climate action in Canada and beyond
Sadiq Adatia
Weekly Commentary
March 6, 2023
March 2023

Rumours of U.S. Housing Recovery Overestimated

Is the U.S. housing market bottoming out? Can Tesla withstand increasing competition?