Economic and Market Updates

Investment Strategy Summary

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Investment Strategy Summary

Current News / Affairs

Capital Gains Tax Update - What You Need to Know Now

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a capital gain that is included in income for tax purposes).
Capital Gains Tax Update - What You Need to Know Now

Research