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
Q3 2025
Economic growth globally is tracking slightly better than expected. While growth is still weak and below potential due to U.S....
Q2 2025
Financial markets are entering a new era as the global economic system that has operated for the last 80 years...
Q1 2025
The global economy succeeded in making a soft landing in 2024 although some countries stuck that landing better than others....
Q4 2024
All in all, 2024 was a resilient and robust year. Multiple elections around the globe; escalation of geopolitical conflicts; the...
Monthly Insight
Canadian vs U.S. Stocks – Post U.S. Election
December 2025
For the first time in a long time Canadian stocks are outperforming their U.S. counterparts for an extended period. The...
Rally Rolls Along
November 2025
As the global economy struggles to find its way and volatility has erupted in the markets, investors can benefit from...
Net Global Equity Supply
October 2025
There is one often overlooked reason stocks have been steadily climbing over the past 15 years, particularly for U.S. stocks...
Gold vs Uncertainty
September 2025
Gold is a counterweight against the unexpected and uncertainty. Some investors like to trade Gold and others prefer to hold...
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