It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....
Investors have had a lot to digest in 2024. Inflation has come down, interest rates have eased and markets have responded positively, yet climate disasters, geopolitical tensions and a U.S. election continue to be on everyone’s minds – and the year i...
We salute the Federal Reserve (“Fed”) for being bold and cutting interest rates by 0.5%. To us, this is a clear signal that the most important bank in the world is serious about engineering a so-called “soft landing” where the economy avoids a recess...
The third quarter was full of surprises – an integral part of investing. Prices don’t move on what happens; they move on what happens versus expectations. Various outfits keep score of how many data points hit, miss, or beat economists’ consensus exp...
While it is tempting to want to tilt investment choices in anticipation of a particular election outcome, mixing politics and your portfolio has a poor record of success....
We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....
If you took an extended summer break and have come back to look at the two-month results for July and August, you will be pleased to see that most equity markets delivered mid-single-digit gains and the FTSE Canada Universe Bond Index rose......
July saw a welcome return to normal, meaning cash, bonds and a wide variety of stocks contributed to performance. The month was a victory for the well-diversified investor – our strategy and portfolios performed handsomely....
New catchphrases keep popping up all the time to describe the small group of stocks that have led the market since last year. Magnificent Seven, Super Six, and Fab Five are just some examples....
Escalator up, elevator down. This old trading cliche aptly describes recent stock market action in our view. After a relentless ascent led by the “Nifty AI Five” (Nvidia, Microsoft, Meta, Amazon, and Google) and a few other names, market volatility h...
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Deputy Chief Economist, Michael Gregory
Mike Gill hosted an exclusive sit down with Deputy Chief Economist, Michael Gregory on January 7th 2021 as he provided an economic and market update and outlook for 2021.
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Chief Economist, Doug Porter
Hosted by Mike Gill, Director and Senior Investment Counsellor, an exclusive sit down with Chief Economist, Doug Porter as he provides an update to Canada's market and economic outlook.
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