[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....

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“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....

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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....

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[Fall 2024 GPS] Markets And Your Portfolio

Brief analysis of market trends and what to expect down the road....

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[Fall 2024 GPS] Special Report: U.S. Elections

Americans head to the polls to select their new President on November 5. But how will the outcome affect markets and your investments?...

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Muted Markets and More Volatility

Fed policy watch continues in the second half of 2024 as many sectors (except tech) turn negative. Find out where opportunities lie in today’s narrow market conditions....

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[Summer 2024 GPS] Manager Spotlight: CI Global Leaders

In this edition of the Summer 2024 GPS, we introduce the CI Global Leaders which has been a mainstay in our clients' portfolios for the past decade and more....

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(The Process Of) Economic Normalization and What That Means for the Outlook

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Private Markets: Credit Over Equity

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

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The Upside of Canada’s Economic Woes

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

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