Gain the latest perspectives on markets trends and our funds from our portfolio managers and capital market strategists.
CAPITAL INSIGHTS
Macro Update
- Navigating the U.S. Trade War
February 2025 - BoC, Fed & The Looming Tariff Threat
January 2025 - Healthcare Update
January 2025 - Keep Calm & Carry On: Canada’s Political Shifts & Market Impacts
January 2025 - Fed Cuts by 25 BPs, Signals Slower Pace in 2025
December 2024 - Bank of Canada: Another 50 bps Cut – Slower Pace Likely Ahead
December 2024 - Immigration U-Turn Likely Less Severe than Feared
December 2024 - Swanson's Market Musings
December 2024 - Federal Reserve – On an Uncertain Path to Neutral
November 2024
- 2024 U.S. Elections
November 2024 - BoC – 50 bps With More Cuts to Come
October 2024 - The Tipping Point – When the Fed Finally Cuts Rates
September 2024 - BoC, Fed & Labour Markets in Focus
September 2024 - Labour Market in Focus
August 2024 - Small Cap Equities Poised for Upside
July 2024 - Bank of Canada – Another Cut with More to Come
July 2024 - Unemployment Rate Inches Up in US and Canada
July 2024 - Insights from Apple’s WWDC Event
June 2024 - Diverging Paths – Fed Holds Against BoC Cut Last Week
June 2024 - Bank of Canada Cuts – What’s Next?
June 2024
Deep Dive
- US Elections
October 2024
- Gearing Up for Rate Cuts
August 2024
- Canada Housing Update
July 2024
Asset Class Perspectives
- Asset Allocation
November 2024 - Alternatives
November 2024
Contact
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