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Here, you’ll find market commentaries, blogs, and events that reflect on the forces shaping today’s landscape.

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    • Updates

    Why is everything so expensive?

    Ever since Watergate brought down the Nixon presidency in the early 1970s, there has been a tendency in the U.S. to…

    • Insights
    • Points in Time
    • Updates

    What’s a Trillion Dollars anyway?

    Points in Time – JULY 2026 – ISSUE Lilly Tzvetkova, CFASenior Portfolio Manager,U.S. Equities Glen ChuiSenior Equity Analyst,U.S. Equities An unprecedented…

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    The Illusion of Diversification

    With technology stocks and artificial intelligence driving much of today’s market momentum, it can be tempting to focus only on the…

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    Don’t Write Off the U.S. Market

    Is U.S. exceptionalism really over? Read the attached article to explore the evolving narrative around U.S. markets and examine the broader…

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    • Points in Time
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    Why have markets been so resilient?

    Points in Time – April 2026 – ISSUE Scott Blair, CFA Head Portfolio Manager An article in The Globe & Mail by…

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    Markets in the Time of Epic Fury

    Geopolitical shocks have a way of arriving without warning. The current conflict, dubbed “Operation Epic Fury”, involving Iran, the United States,…

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    • Points in Time

    Is this the top?

    Points in Time – January 2026 – ISSUE Scott Blair, CFA Head Portfolio Manager Global equity markets have had an incredible run…

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    • Points in Time

    As good as it gets?

    Points in Time – October 2025 – ISSUE Scott Blair, CFA Head Portfolio Manager Another quarter, another round of stock market gains.…

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    Mergers and acquisitions: 1+1=? 

    For investors, there’s no better feeling than seeing a company’s shares skyrocket from a takeover offer. And for the acquiring company,…

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