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Canadian equities outshine amid resource rally and rate cut expectations
September's historical market weakness could return to interrupt the multi-month winning streak
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Global equity advance retains momentum despite persistent risks
Risks to the rally include escalating tariffs, signs of stagflation, and the possibility of delayed central bank rate cuts.
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Equities continue climbing on strength from energy, financials and tech
North America retakes the initiative from overseas markets in a global equity market advance.
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Recovery rally roars on, but policy risks remain
Whether it’s trade tensions or cross-border taxes, U.S. policy changes are casting a shadow on Canadian economic prospects.
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Canadian Stocks Advance As ‘Tariff Terror’ Subsides
Valuations, political stability, and a robust financial sector drive outperformance versus the U.S. market
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Tariff Uncertainty, Policy Risk, and the Role of Diversification
In a landscape clouded by U.S. trade policy, five investment themes to consider.
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Deepening trade uncertainty drives investors into a cautious stance
Sticking to a long-term strategy in challenging environments can mean being invested on some of the stock market’s best days.
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Geopolitical Risk: Perception vs. Reality
An objective look at the world today shows plenty of concerns, but no impending doom.
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Tariffs Unnerve Investors, Dampening Equity Returns
Trade restrictions could lift inflation, stifle economic growth, and drive market volatility higher.