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Our Perspective

Portfolio Update – May 2024
Portfolio Update – May 2024

Despite a slight pullback in the month of April, equities generated strong positive returns year-to-date as market consensus converged on an economic soft-landing scenario and companies reported solid earnings. […]

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Invest in Canada Letter
Invest in Canada Letter

You have undoubtedly seen our firm’s name linked to the current debate regarding whether Canadian pension funds should be investing more in Canada. […]

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Portfolio Update – April 2024
Portfolio Update – April 2024

Equity markets delivered positive returns in the first quarter of 2024, fueled in part by lower inflation and expectations of rate cuts. […]

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