Knowledge Centre
Articles
This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.
Investment Review
Q4 2024
All in all, 2024 was a resilient and robust year. Multiple elections around the globe; escalation of geopolitical conflicts; the...
Q3 2024
A wholesale central bank easing cycle is happening around the world and is likely to pick up steam in the...
Q2 2024
A weak global economy is being offset largely by declining inflation and easing financial conditions which has had the effect...
Q1 2024
That swooshing sound investors hear is stock markets around the world zooming upward in Q1 2024. Over the past quarter,...
Monthly Insight
Bond Spread vs Exchange Rate
February 2025
The Canadian dollar (CAD) finished 2024 at $1.45 Canadian dollars (CAD) for one U.S. dollar (USD), the weakest it has...
Canadian Equity Loyalty Lags
January 2025
The past couple of years have been a very good time to be a Canadian equity investor. Canada has enjoyed...
Hiding in Average
December 2024
Conventional thinking states that stocks and bonds follow a “random walk” and no one can know in advance what the...
Maximum Correlation
November 2024
Currently there is a high correlation amongst stocks around the world although that is starting to change, which historically has...
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