Insights and Strategies
10/2/2023
According to the Canada Mortgage and Housing Corporation (CMHC) update released in
September, we will need 3.45 million additional housing units, beyond current build
projections, to satisfy affordability needs to 2030.
Markets & Investing
Oil & Gas sector
9/19/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
Insights and Strategies
8/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end,
between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing
ETFs and Mutual Funds – What are fund flows telling us?
8/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing
Insights and Strategies
8/1/2023
As we continue to debate if Canada, the U.S., and/or the rest of the world, is in, going in,
or able to avoid recession, we would like to examine a key driver of economic growth:
consumer spending.
Markets & Investing
Asset Allocation Quarterly: It’s All about Inflation
7/21/2023
Key concerns in the first half of 2023 focused mostly on central banks raising interest rates to tackle inflation brought on by stimulus from fiscal and monetary policy pandemic relief efforts, supply chain disruptions and commodity volatility.
Markets & Investing
Insights and Strategies
7/4/2023
As we officially kick off the second half of 2023, we are still waiting for the long anticipated recession to appear.
Markets & Investing
Equity market and the Economy: Mid-Year Updates
6/21/2023
Listen to our podcast with Neil Linsdell.
Markets & Investing
Insights and Strategies
6/1/2023
It’s difficult to get through an hour of business (or political) news lately without hearing about the U.S. debt ceiling.
Markets & Investing
Insights and Strategies
5/1/2023
We rely daily on simple rules to navigate the world around us.
Markets & Investing
Asset Allocation Quarterly
4/20/2023
The waiting game accurately depicts the current investment backdrop, as many investors are choosing to defer their investment decisions and await additional information before diving in.
Markets & Investing
