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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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

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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(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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Tip of the AI Iceberg

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

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Planning for market volatility

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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The sun is shining again!

As we exit a turbulent economic cycle, a sustained upswing should be just around the corner. Now is the time to explore the key trend on the verge of becoming a global boom....

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Our 2024 Wish List

Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....

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What to expect in 2024

As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....

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