We discuss the fears of a potential recession as investor behavior has shifted from ‘buy the dip’ during the pandemic to ‘sell the rally’.

We discuss the fears of a potential recession as investor behavior has shifted from ‘buy the dip’ during the pandemic to ‘sell the rally’.

We discuss the how travel-exposed names will benefit from the summer vacation tailwinds. As the first official day of the summer approaches, it finally feels like the world is getting back to normal.

We discuss the how travel-exposed names will benefit from the summer vacation tailwinds. As the first official day of the summer approaches, it finally feels like the world is getting back to normal.

We discuss the exaggeration of the end of the brick and mortar economy and why the digital takeover did not quite live up to its promise.

We discuss the exaggeration of the end of the brick and mortar economy and why the digital takeover did not quite live up to its promise.

We discuss the growth opportunities in the Philippines, an undiscovered country with plenty of potential to unlock value.

We discuss the growth opportunities in the Philippines, an undiscovered country with plenty of potential to unlock value.

We discuss the recent falling out of favor of the video game industry among investors. After growing at 9% compound annual growth rate (CAGR) for the last decade, there is still much to get excited about regarding the [...]

Investors with a total return objective have historically been served well by the fixed income component of portfolios, such as a portfolio benchmarked to the FTSE Canada Universe Bond Index (the Universe Bond Index), [...]

Les investisseurs ayant un objectif de rendement total ont été récompensés dans le passé par le volet à revenu fixe de leurs portefeuilles, par exemple les portefeuilles reproduisant les résultats de l’indice [...]

We discuss the implications of supply chain disruptions and abrupt changes in market conditions, and the impact it could have on our portfolios.

We discuss the implications of supply chain disruptions and abrupt changes in market conditions, and the impact it could have on our portfolios.

We discuss factors contributing to what some experts in the U.S. are calling the tightest labour market in 70 years.

We discuss low inflation in Japan. When most countries are wrestling with rising inflation, Japan is the outlier.