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Our Perspective

Invest in Canada Letter
Invest in Canada Letter

You have undoubtedly seen our firm’s name linked to the current debate regarding whether Canadian pension funds should be investing more in Canada. […]

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Portfolio Update – April 2024
Portfolio Update – April 2024

Equity markets delivered positive returns in the first quarter of 2024, fueled in part by lower inflation and expectations of rate cuts. […]

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Economic and Capital Markets Outlook – Q2 2024
Economic and Capital Markets Outlook – Q2 2024

Consensus forecasts of a sharp economic downturn did not materialize in 2023. Instead, global real GDP advanced by a healthy 3.1%. Entering the second quarter of 2024, broad-based macroeconomic resilience and steady progress on inflation continue to bolster the likelihood of a soft landing […]

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