Knowledge Centre

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....

The first half of 2026 was a tug of war between disruptive shocks and durable underlying trends. Markets were repeatedly tested by geopolitical tensions, policy uncertainty and an inflation scare....

Trade uncertainty in North America is here to stay for a while....

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

Despite the uncertainty, our experts see reasons for cautious optimism....

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....

Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....

Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....