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204 Results

The Loonie Cushion – How the Canadian Dollar Dampens US Stock Swings

Stocks and Currency 101 Buying stocks in foreign currency adds an extra dynamic to returns on an investment....

November 2026

Portfolio Update – November 2026

Global equity markets continued to benefit from resilient corporate earnings and ongoing economic growth through October, although investor...

November 2026

Canada, Against the Odds – Webinar – October 2026

In our fourth webinar of 2026, Charmaine Lim Uy, Senior Portfolio Manager – Consumer Discretionary, and Sankalp Sachdeva,...

October 2026

Economic and Capital Markets Outlook – Q4 2026

Summary Recent readings of economic data confirm that the global economy is on track for a healthy expansion...

October 2026

Portfolio Update – October 2026

Global equity markets were resilient through the third quarter of 2026, supported by strong corporate earnings and a...

October 2026

Portfolio Update – September 2026

Global equity markets have adjusted modestly this month, factoring in inflation concerns amid the continuing conflict in the...

September 2026

Portfolio Update – August 2026

Global equity markets continued to advance in July, reaching new highs and extending the recovery that began at...

August 2026

Mid-Year Market Review

A review of key market developments and the opportunities ahead In our third webinar of 2026, Alex Letko,...

July 2026

Portfolio Update – July 2026

Global equity markets have advanced steadily through the first half of 2026, with most major indices posting positive...

July 2026

Economic and Capital Markets Outlook – Q3 2026

Summary The global economy has proven remarkably durable following a succession of tariff shocks in 2025 and the...

July 2026

In the Money with Amber Kanwar Everyone’s Bearish on Canada. This $22B Fund Isn’t.

Alex Letko, Regional Manager – Central Canada, Portfolio Manager joined Amber Kanwar on In the Money to discuss...

June 2026

By Alex Letko

Portfolio Update – June 2026

Global equity markets have recovered from their first-quarter lows. As of May 29th, the S&P 500 returned 11.8%...

June 2026

Research Insights Webinar – May 2026

In our second webinar of 2026, Joël Kaczor, Victor Swishchuk, Stéphane Lebrun, and David Maislin discussed how geopolitical...

May 2026

By David Maislin, Joël Kaczor, Stéphane Lebrun, Victor Swishchuk

Portfolio Update – May 2026

Global equity markets advanced in April, with major indices returning to positive territory despite an environment characterized by...

May 2026

Portfolio Update – April 2026

Energy prices and financial markets continue to adjust to an increasingly uncertain geopolitical backdrop following the escalation of...

April 2026

Economic and Capital Markets Outlook – Q2 2026

Summary The world economy has sustained a series of profound shocks in recent years, including the pandemic, the...

April 2026

Portfolio Update – March 2026

Middle-East Conflict Over the past several months, we have highlighted that elevated valuations and aggressive earnings estimates across...

March 2026

Research Insights Webinar – February 2026

In our first webinar of the year, Rohit Khuller, Vice President, Investment Management, and Wesley Scanterbury, Portfolio Manager,...

February 2026

By Rohit Khuller, Wesley Scanterbury, David Maislin

Portfolio Update – February 2026

Global equity markets began the year on a positive note, with major indices advancing despite intermittent volatility. While...

February 2026

2025-26 Highlights

January 2026 The global economy proved more resilient than many had anticipated over the past year. Entering 2025,...

January 2026

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Invest in Canada

September 2021