Knowledge Centre
Articles
This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.
Investment Review
Q2 2023
Despite the best efforts of central bankers around the world to ratchet up the gloom, economies keep churning out upbeat...
Q1 2023
There are signs of hope emerging for global growth, but risks remain. The outlook for this year has perked up...
Q4 2022
Optimism in the financial markets seems to be very scarce. Pessimism is rampant but fortunately, the conditions that got us...
Q3 2022
The global economy could possibly avert a recession as data is starting to point to a potential soft landing; inflation...
Monthly Insight
REITs vs Interest Rates
September 2023
The prevailing line of thinking in the investment world is that rising interest rates will spell doom for Real Estate...
Markets Size Change Over Time
August 2023
Can anyone predict the future? Well, anyone can make predictions and while they can be entertaining, rarely are they insightful....
Strength Through Dividends
July 2023
As the flight to quality reached a fever pitch, even the highest quality dividend paying equities were ignored in favour...
Time for Small Caps?
June 2023
Since 1957 Canadian large cap stocks have generated an average annual total return of 9.9%. Over the same time period,...
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