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 2026
Markets have absorbed a steady stream of shocks this year They are no longer pricing in interest rate cuts as...
Q1 2026
The global economy in 2026 is a mixture of resilience and recalibration. Shifting policies, record breaking fiscal stimulus, falling interest...
Q4 2025
Stocks around the world surged in 2025 in what was one of the most topsy-turvy years in a long time....
Q3 2025
Economic growth globally is tracking slightly better than expected. While growth is still weak and below potential due to U.S....
Monthly Insight
Canadian Stocks in Great Shape
October 2026
Why are investors still waiting for a correction? Some investors would like to see a pullback to cool off the...
Protecting Client Wealth
September 2026
Portfolio optimization is a key way for clients to achieve the “free lunch” of getting additional expected return without taking...
Equally Weighted vs. Cap Weighted
August 2026
In 1990, the U.S. launched equally weighted indices which have outperformed their traditional cousins, the long standing market capitalization weighted...
The Illusion of Market Timing
July 2026
Stock investors often hear about the axiom “sell in May and go away” around this time of year. It implies...
Contact Us
"*" indicates required fields
18 King St. East Suite 303
Toronto, ON
M5C 1C4