Big Troubles at Small Banks

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

Chairman Powell’s Senate Shocker

March 13 to 17, 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


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?
Star shape sun in snowcapped winter mountain landscape stock photo Winter, Snow, Landscape - Scenery, Mountain, Tree
February 28, 2023

A Winter of Sunny Surprises

As we approach the second quarter of 2023, the big questions investors are facing are—where are we in the economic cycle, and what does that mean for markets?
Sadiq Adatia
Weekly Commentary
February 27, 2023
March 2023

The Walmart vs. Home Depot Paradox

Home Depot announced missed earnings forecasts. Walmart fared slightly better. What explains the split between retailers? Also, are markets underestimating the geopolitical risks related to Russia and China?