-
What is a separately managed account?
Separately managed accounts (SMAs) are managed by investment professionals and designed for high-net-worth individuals who have specialized or sophisticated needs and seek bespoke investment solutions. We discuss who SMAs are made for and their benefits and disadvantages,
Read more
-
How commercial real estate prices are connected to climate risk
Like so many other things, climate change is now affecting real estate markets. Our experts explain how real estate prices are connected to climate risks.
Read more
-
Data, data, everywhere: Three-minute macro
Data is our word of the month. Despite some surprising signs of economic resilience in the United States, our leading indicators still have us convinced a recession is on the way. Meanwhile, we don’t think the strong unemployment rate is a perfectly accurate description of the current (and future) labor market. Finally, the S&P 500 Index is looking strong so far this year, but we dive into how much of that performance is due to the AI craze.
Read more
-
Global economy: recession postponed, not canceled
The unexpected strength in the global economy—particularly in the United States—might have brought investors initial relief, but we believe it isn't enough to delay the inevitable. Find out why.
Read more
-
Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.
Read more
-
Canada brings the curtain down on real return bonds
The phasing out of inflation-protected bonds ushers in a new era for inflation hedging in Canada. Now that new issuances of real return bonds are off the table, what tools do investors have in their arsenal to lead the fight against inflation? Learn more.
Read more
-
Beyond the Fed’s hawkish “pause”: three macro elements to consider
The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
Read more
-
The Bank of Canada “unpauses”—what’s next?
After just a brief moment on the sidelines, the Bank of Canada has announced yet another 25-basis point rate hike. Our experts offer their take on what this means for the economy. Read more.
Read more
-
Private equity secondaries are meeting the moment
Calling all liquidity providers: carpe diem. Private equity secondaries now represent a buying opportunity that hasn’t been seen in nearly a generation.
Read more
-
Known unknowns: Three-minute macro
We're in an environment ripe with significant uncertainties that reduce visibility and make it difficult to have high conviction. Banking fragilities continue and the debt ceiling drama will be harmful to growth, no matter how it resolves. Meanwhile, we’re keeping an eye on European equities, which we think are losing their shine.
Read more
Client Portal
Access your secure client portal. If you require assistance, please contact your investment counsellor.
Log in to your client portal