Dashboard

Fasten your Seatbelt By Theresa Shutt, CFA, CIO Executive Summary • Following Trump’s announcement to impose steep tariffs across the world, global stock markets posted record losses and recessionary fears returned • This strategy has been designed not as a tool of...

Navigating Current Market Turmoil By David Ferreira, CFA, Portfolio Manager Recent market swings have investors glued to the headlines, with both Canadian and Global markets experiencing drawdowns, with some entering correction territory (a drop of over 10% from its recent...

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 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 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 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...