Insights

Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Thinking hard about a soft landing

Dec 13, 2023 |Frédérique Carrier

Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.

U.S. debt: Not living on borrowed time

Dec 07, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

CN Tower - Toronto Global Insights 2024 Outlook

Global Insight 2024 Outlook: Canada

Dec 04, 2023 |Sunny Singh, CFA, and Luis Castillo

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

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