Perspectives

February 2023

Risky Business

Investors could not really be blamed for eschewing a focus on risk management in their investment portfolios over the last decade, as the pre-pandemic backdrop of persistent growth…
Economic Outlook

Winter 2023

Reset & Restart

A year ago, the outlook was pretty positive. The anticipated move back to “normal” levels of activity would underpin sustained economic growth rates above the past decade’s trends…
Reflections & Insights

Winter 2023

We all know what to do

At the end of 2021, it was all so obvious. Valuations high, interest rates low. It was bound to go wrong, and markets were going to fall. Oh, for the beauty of hindsight.

Quarterly Commentary

Q4 2022

Reset and Rewind

Developed Market (DM) equities moved higher to end the final three months of the year, as hints of moderating inflationary pressure provided the catalyst sparking a broad rally.
Special Features

December 2022

How To Separate An Outsourced Chief Investment Officer From A Pretender

Those working and running foundations have more to accomplish in a day than ever before.
Perspectives

December 2022

To better days ahead

‘Tis once again almost year-end, and it can’t come soon enough
Special Features

November 2022

An Enhanced Charitable Giving Experience

A donor-advised fund (DAF) is a charitable investment account used for the sole purpose of supporting charitable organizations that you are passionate about. A DAF benefits you with an efficient…
Economic Outlook

Fall 2022

Managing expectations

More than anything, high initial expectations and subsequent significant revisions to the outlook have been the reason why 2022 has proven to be such a challenging year for markets…
Perspectives

November 2022

Putting the “income” back into “fixed income”

October was yet another challenging month in what has been a historically difficult year for bond investors. The FTSE Canada Universe Bond Index, a broad gauge of the performance of…