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Recent Insights

Thought leadership for thoughtful people.

  • Q: Is it a recession, boom or bubble? A: Yes.

    Q: Is it a recession, boom or bubble? A: Yes.

    Right now, there is likely at least some area of the global economy or markets that can fit any narrative. For the more optimistic, signs of sustained economic growth, stabilizing inflation, and declines in interest rates create a general environment that is supportive of…

  • Reflections & Insights – Q4 2025

    Reflections & Insights – Q4 2025

    This is only our third review since Donald Trump returned to the White House, but it feels much longer than that.

  • All that glitters…

    All that glitters…

    The third quarter of the year was another rewarding one for developed market equity investors, creating excellent year-to-date returns that belie the anxiety spurred by U.S. tariff announcements only six months ago.

Monthly Perspectives

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Quarterly Commentary

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  • Q: Is it a recession, boom or bubble? A: Yes.

    Q: Is it a recession, boom or bubble? A: Yes.

    Right now, there is likely at least some area of the global economy or markets that can fit any narrative. For the more optimistic, signs of sustained economic growth, stabilizing inflation, and declines in interest rates create a general environment that is supportive of…

  • Reflections & Insights – Q4 2025

    Reflections & Insights – Q4 2025

    This is only our third review since Donald Trump returned to the White House, but it feels much longer than that.

  • All that glitters…

    All that glitters…

    The third quarter of the year was another rewarding one for developed market equity investors, creating excellent year-to-date returns that belie the anxiety spurred by U.S. tariff announcements only six months ago.

  • Two streets diverged in a yellow wood…

    Two streets diverged in a yellow wood…

    The macroeconomic narrative has generally turned for the worse in the last few months as the dataflow provides indications of a softening in global growth momentum, while anecdotes of rising hardship and related risks are becoming more frequent in the media.

Special Topics

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  • Amplify: Edition 12

    Amplify: Edition 12

    As fireworks light the sky and flags ripple in the breeze this Canada Day, it’s worth reflecting on one of the quiet but extraordinary forces that binds our country together – the not-for-profit sector.

  • Amplify: Edition 11

    Amplify: Edition 11

    As we enter 2025, the not-for-profit sector continues to adapt to a dynamic and evolving environment. Charitable organizations are under increasing pressure to balance mission-driven goals with financial stability. …

  • Amplify: Edition 10

    Amplify: Edition 10

    In 2024, charitable organizations in Canada have been navigating a landscape of opportunities and challenges. Despite uncertainties, a cautious optimism prevails …

Disclosures

Guardian Partners Inc. (GPI) is a wholly owned subsidiary of Guardian Capital Group Limited, a publicly traded firm listed on the Toronto Stock Exchange. GPI operates as two divisions, Guardian Capital Advisors (GCA) and Guardian Partners (GP). All trademarks, registered and unregistered, are owned by Guardian Capital Group Limited and are used under license. For prospective, new or existing U.S. clients of Guardian Capital Advisors, please see Form CRS for your review and reference.