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204 Results

US tariffs on Canadian trade

Canada and the US have been important trading partners for centuries. The relationship is however of unequal importance...

February 2025

2024-25 Highlights

The global economy proved more resilient than many had anticipated over the past year, defying consensus expectations of...

January 2025

Economic and Capital Markets Outlook – Q1 2025

We anticipate another year of positive but below-trend growth for the global economy. Our base case is for...

January 2025

Portfolio Update – December 2024

Global equity markets continued their upward trajectory following the U.S. election, reaching record highs. As of November 30th,...

December 2024

Portfolio Update – November 2024

As of time of writing, Donald Trump and the Republican Party appear to have secured a strong governing...

November 2024

Portfolio Update – October 2024

Global equity markets reached all-time highs in September after the Federal Reserve cut its policy benchmark, initiating the...

October 2024

Economic and Capital Markets Outlook – Q4 2024

The global monetary easing cycle is underway, increasing the probability that the world economy is on track for...

October 2024

Portfolio Update – September 2024

Following steep losses at the beginning of August, global stock indices have recorded strong recoveries. Year-to-date, the S&P...

September 2024

Portfolio Update – August 2024

Despite a broad-based pullback in equity markets in early August on signs of a weakening U.S. economy, global...

August 2024

Portfolio Update – July 2024

As we reach the midpoint of 2024, equity markets have trended upwards as inflation has eased and the...

July 2024

Economic and Capital Markets Outlook – Q3 2024

The central bank pivot to less restrictive monetary policy increases the likelihood that the global economy is heading...

July 2024

Portfolio Update – June 2024

Equity markets moved higher during the month of May, after a slight pullback in April. Year-to-date, the S&P...

June 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...

May 2024

Invest in Canada Letter

Dear Client, You have undoubtedly seen our firm’s name linked to the current debate regarding whether Canadian pension...

April 2024

Portfolio Update – April 2024

Equity markets delivered positive returns in the first quarter of 2024, fueled in part by lower inflation and...

April 2024

Economic and Capital Markets Outlook – Q2 2024

The lagged effect of monetary tightening remains the main factor behind our call for slower growth in the...

April 2024

Portfolio Update – March 2024

The U.S. economy’s resilience and the prospect of future central bank rate cuts recently propelled the S&P 500...

March 2024

Portfolio Update – February 2024

Global equity markets are off to a solid start in 2024 with the S&P 500 reaching a record...

February 2024

2023-24 Highlights

As we begin a new year, many of us take a moment to look back on past events...

January 2024

Economic and Capital Markets Outlook – Q1 2024

The lagged impact of cumulative monetary tightening points to softer economic activity in the year ahead. The IMF...

January 2024

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31 Results

Invest in Canada

September 2021