November 2024
World equity markets have seen some sizeable moves in recent weeks. Investors observing these shifts may feel tempted to quickly enter and exit the market to avoid major losses and capitalize on sharp rallies.
Q4 2024
“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” - Warren Buffet
Q3 2024
The US Federal Reserve joined the ranks of the Bank of Canada, European Central Bank, and Bank of England (and central banks for other Developed Markets and a host of Emerging Markets) in September in cutting its policy interest rate.
September 2024
For those who tuned out the financial news to enjoy the warm summer weather, it would appear that it was a quiet August for markets.
August 2024
Previously assumed downward inflection for growth replaced by a fairly flat and stable trajectory across the forecast horizon.
In the face of price swings, investors are well served to remind themselves of the Rolling Stones’ classic, “Time is on my side.”
When you write reviews with a quarterly cadence, sometimes it’s hard to think of new things to say. Things go up, things go down, things go sideways, or some variant thereof.
Q2 2024
After a lengthy upswing over 2023 and early 2024, the complexion of Developed Market (DM) equities during the second quarter was decidedly more mixed.
July 2024
In 2024, charitable organizations in Canada have been navigating a landscape of opportunities and challenges. Despite uncertainties, a cautious optimism prevails ...
Q3 2024
Cozying up for fall(ing policy rates)
The US Federal Reserve joined the ranks of the Bank of Canada, European Central Bank, and Bank of England (and central banks for other Developed Markets and a host of Emerging Markets) in September in cutting its policy interest rate.