Global Markets Commentary: Off to a good start – until it wasn’t

January’s positive start to the year is now in jeopardy after the U.S. launched a trade war. Tariffs on China are going ahead, but Canada and Mexico have been given a temporary reprieve. The level of uncertainty remains elevated and headlines......

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Trade war impact: First pass

On February 1, U.S. President Trump signed an executive order imposing a 25% tariff on all non-energy imports from Canada and a 10% tariff on energy imports (effective February 4). In separate executive orders, a 25% tariff was levied on all imports...

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Investment Strategy - January 2025

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...

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