September 2021
We would like to share our thoughts on these global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry […]
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September 2021
Global equity markets hit new highs in August as companies continued to report strong earnings […]
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August 2021
Global equity markets have recorded double-digit total returns year-to-date to July 31st […]
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July 2021
The world economy is on course to deliver the strongest year of growth in more than a decade. The current structural backdrop reinforces our optimism that a new cyclical expansion is well underway […]
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July 2021
Fighting climate change by reducing greenhouse gases released in the atmosphere, ensuring a fairer and more sustainable sharing of wealth, and encouraging openness and transparency are some of the environmental […] […]
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May 2021
On April 19, the federal government tabled its first budget in more than two years. The budget confirms a deficit for the past year, which reflects the current situation […]
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April 2021
There has been a decided shift in the bond market in recent months. Investors have begun to focus on the strength of the economic recovery even as central banks press ahead with bond purchases […]
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April 2021
Global equity markets climbed to new highs in the first quarter of 2021. Robust income growth, record household net worth and high private savings point to significant support for consumer spending as pandemic constraints subside […]
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March 2021
Investing in oil companies at a time when climate change is accelerating and the uptake of electric vehicles (EVs) is increasing raises two important questions […]
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February 2021
This bulletin summarizes information and some changes that may be of interest for your 2020 and 2021 tax planning. It provides general information that we deem important […]
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January 2021
This past year was like no other. The global social disruption and economic damage that followed from the pandemic were without precedent. However, what is truly remarkable is how quickly we are turning the corner. […]
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October 2020
My mother was always careful about what she paid for everything she bought. She was so happy when she found what she wanted on sale and she certainly did not want to overpay […]
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October 2020
As COVID-19 cases surged around the world during the first half of 2020, government-mandated shutdowns plunged the global economy into its deepest recession since the 1930s. By IMF estimates, real GDP contracted by 13.6% in developed countries and 11.3% in emerging markets year-on-year during the second quarter […]
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October 2020
In this virtual conference, we will be covering the latest developments on the health care front, the road to global economic recovery and the secular forces shaping the future of key industries such as airlines, real estate, retail and energy […]
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October 2020
Aging populations, unmet medical needs, and emerging market growth offer opportunities in the healthcare industry […]
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July 2020
Trillions of dollars have been injected into the economy, preventing a full-scale financial crisis. This stimulus, along with progress on treatments and a vaccine, suggests the worst of the pandemic’s economic impact may be over. […]
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May 2020
Environmental, Social, and Governance (ESG) Investing (also known as Responsible Investing or Sustainable Investing) integrates non-financial factors […]
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April 2020
Global economic growth was primed to accelerate in 2020, following a period of softer activity brought on by the U.S.-China trade conflict […]
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March 2020
As a result of recent developments, we would like to update you on our thoughts regarding the potential economic and financial market impact of the coronavirus. […]
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January 2020
During much of 2019, financial markets appeared to be fighting a recession that never occurred […]
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October 2019
Uncertainty with regards to trade and geopolitical events such as Brexit and protests in Hong Kong, are contributing to speculation that the global economy is sliding into recession […]
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September 2019
We sure don’t shop the way we used to. No more needing to get dressed, hop in the car, and rush to the mall before closing time. […]
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The seemingly relentless advent of “new and improved” personal computers and various other electronic gadgets is not simply a marketing and profitability ploy. […]
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Fears of a global recession triggered by renewed trade tensions destabilized markets in the second quarter. […]
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There is a seismic humanitarian shift occurring that is exerting considerable impact on our planet. In 2019, approximately 55% of the globe’s 7.5 billion people live in cities. […]
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