[Summer 2025 GPS] Canada: Trying to Chart a Course

We continue to build on our case for Canadian solid economic performance in 2025 despite the trade tensions with the U.S....

Read more

[Summer 2025 GPS] US Economy: Sending Mixed Signals

A quick review of the persisting unpredictable conditions in the U.S. and what this means for your portfolio....

Read more

Finding the Few Winners: Munro’s Strategy for Long-Term Growth

In a market flooded with speculation, real growth is rare. Discover how global equity experts uncover lasting opportunities in a volatile global market....

Read more

The Next Wave in Emerging Markets

Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

Read more

[Spring 2025 GPS]US/Canada Macro Economy

Here we take a look at the recent political developments in the US and Canada and the implication for financial markets....

Read more

Trade Tensions Must De-Escalate

U.S. exceptionalism is beginning to falter as more countries are targeted with tariff threats. Will trade tensions ease in time to save the global economy?...

Read more

[Winter 2025 GPS] US Tariffs

Barely three months into the year yet much has happened, perhaps more importantly the trade war with the US. In this GPS we delve into the implications for you portfolio....

Read more

“Trump and DeepSeek” Drama

Trump’s bold moves may have more in common with DeepSeek's AI launch than expected. See how politics and tech collide, shifting global dynamics and market power....

Read more

AI to drive new economic paradigm and new era of investing

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

Read more