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
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    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…

    • 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
    • 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.…

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    • Points in Time

    Controlling the chaos

    Points in Time April 2025 – If there’s one thing a Trump presidency is not, is boring. While the first term…

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