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…
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- 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,…
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- 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…
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- 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.…
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- 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,…
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- 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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- Insights
The summer blockbuster is back – but this time it’s policy
Jaws, released in 1975, is largely considered to be the first summer blockbuster in the movie industry. According to IMDb (Internet…
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- Insights
- Points in Time
Profiting from turmoil: why markets continue to rise
Points in Time – July 2025 – ISSUE Scott Blair, CFA Head Portfolio Manager Recently, I had the privilege of presenting to…
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- Insights
Capital gains and dividends – a winning combination
For hockey fans, the Stanley Cup Playoffs are a thrilling time, especially if their team goes far. Success hinges on countless…
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