Where disciplined research becomes practical clarity.

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

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    • Insights
    • Points in Time
    • Updates

    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…

    • Insights
    • Updates

    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,…

    • Insights
    • 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…

    • Insights
    • 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.…

    • Insights

    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,…

    • Insights

    Investing in digital picks and shovels

    The California Gold Rush of 1849 drew thousands of miners—known as the Forty-Niners—from around the world. They chased dreams of wealth,…

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