Recent Posts

AI to drive new economic paradigm and new era of investing

Nov 21, 2024 - Alfred Lam

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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I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024 - Valerie Markidis

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

Oct 28, 2024 - Stephen Lingard

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Monetizing the Tech Revolution

Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....

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Pressure Continues to Build

As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....

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A New Era of Disruptive Tech

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

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Inflation: So Far, So Good, but the Road Gets Tougher

Recent progress in the battle against inflation may have been superficial. Find out why inflation is expected to rise again and remain “sticky” in the latter half of 2023....

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Finding Value in Canadian Growth

In an economic downturn, opportunities for long-term value can become increasingly scarce. Uncover the shared characteristics of stocks that can weather the storm....

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Is the U.S. Print-To-Pay Policy Coming to an End?

All eyes are on Congress as the U.S. debt ceiling deadline creeps closer. Let's explore how the U.S. got to this critical point and the available options to avoid default....

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Lessons from March’s Bank Run

How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....

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Fixed Income Commentary

How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....

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Investing during a market recovery

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

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A Smooth Start (For Now)

January produced impressive gains at asset class level as last year’s headwinds became this year’s tailwinds. But with many risk factors still looming, will it last?...

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