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Read more: June 2025 Portfolio Management Team Update7 minutesto read
June 2025 Portfolio Management Team Update
Global equities extended their extraordinary April rebound through the month of May, taking into stride persistent…
All news & commentary
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1 minutesto read
Insurance Discussions in a year of Covid
2020 has been an interesting year to say the least. Sometimes it takes a pandemic…
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1 minutesto read
MACROSCOPE No.39: Silver lining in the gradual erosion of TSX’s “Big Three” sectors
Back in 1930, Canadian economist Harold Innis used the Biblical phrase “hewers of wood and…
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MACROSCOPE No. 38: Little reaction to Canada’s credit rating downgrade by Fitch
On June 24, Fitch Ratings cut Canada’s AAA credit rating1 by one notch to AA+,…
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MACROSCOPE No. 37: The effect of the “Powell Put” and “Moral Hazard” on your portfolio
The U.S. Federal Reserve (the “Fed”), the most influential and powerful central bank in the…
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1 minutesto read
MACROSCOPE No. 36: After coming full circle in record time, what next for the markets?
The ferocity of the “Coronavirus Correction” has been matched by the velocity of the subsequent…
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MACROSCOPE No. 35: Only a V-shaped economic recovery will do now
The Nasdaq’s 45% surge from its March 23 low is the epitome of a V-shaped…
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