Despite a broad-based pullback in equity markets in early August on signs of a weakening U.S. economy […]

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As we reach the midpoint of 2024, equity markets have trended upwards as inflation has eased and the global economy continues to show remarkable resilience. […]

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The world economy has undergone a significant adjustment following two years of tight monetary policy. Economic growth is subdued by historical standards, labour markets are cooling, and measures of underlying inflation are steadily approaching target levels. […]

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Equity markets moved higher during the month of May, after a slight pullback in April. Year-to-date, the S&P 500 is up 15.1% (in Canadian dollars), while the S&P/TSX rose 7.6%, the MSCI ACWI 12.6%, and the MSCI Emerging Markets 6.9%. The global economy was far more resilient than many expected in the past year, with recent developments providing further encouragement. […]

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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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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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