Private market investments can strengthen your portfolio, especially in turbulent times
“The traditional 60/40 portfolio is no longer sufficient, especially in turbulent times. Private market investments offer a more resilient approach — boosting diversification, stability and returns” says David Ferreira, portfolio manager at Harbourfront Wealth Management, in this Financial Post feature.
Tariff Table Tennis Continues
Tariff Table Tennis Continues • The situation is evolving quickly: Tariff negotiations continue to evolve as Canada, Mexico and others continue to negotiate behind closed doors to prevent an all out trade war. Tariffs on some goods, including USMCA-compliant goods and...
The Bait and Switch – Tariffs are Back
The Bait and Switch – Tariffs are Back Moving in Circles: Tariffs Return • Following a month’s reprieve, US President Donald Trump declared yesterday that the 25% tariffs on all goods from Mexico and Canada would proceed • Citing a national emergency...
Tariffs & trade – it’s time for Canada to break the glass
Tariffs & trade – it’s time for Canada to break the glass It’s been a week…! The Trump Turnaround • Two days after announcing plans to impose hefty tariffs on Canadian imports, the US administration then blinked • Whether the decision to...
Beyond 60/40: The Case for Private Market Investments in the Modern Balanced Portfolio
Beyond 60/40: The Case for Private Market Investments in the Modern Balanced Portfolio The 60/40 portfolio, allocating 60% to equities and 40% to fixed income, has long been a cornerstone of investment strategy, particularly for those seeking a balance between...
The U.S. Canada Trade War Begins
The U.S. Canada Trade War Begins Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the recent tariffs and potential trade war between Canada and the U.S. • President Donald Trump followed through on his hardline stance to enact...
Tariffs and Trade Wars: The Ultimate Zero Sum Game
Tariffs and Trade Wars: The Ultimate Zero Sum Game Background On November 25th, President-elect Donald Trump announced on social media that as one of his first executive orders, he would impose a 25% tariff on all products imported into the...
2025 Market Outlook – growing optimism despite policy fog.
2025 Market Outlook – growing optimism despite policy fog. Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the themes that influenced the markets in 2024 and offers her insights on what to expect in 2025. https://vimeo.com/1040529318/a33f22773e 2024 was...
Will 2025 be a “Golden Vintage” for Private Markets?
Will 2025 be a “Golden Vintage” for Private Markets? Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on how lower interest rates will impact private market investments. Finally, at long last, the era of “higher for longer” seems to...
Navigating Current Market Turmoil