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With Fed easing potentially on hold, what does this mean for fixed-income investors?
Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
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Demystifying ESG
In this episode of our quarterly webinar, we examine how employing ESG principles can create long-term value while helping to realize a sustainable trajectory for the economy.
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Asset allocation outlook: balance of risks tilt to the downside
Investors are navigating an environment characterized by significant global economic resilience, but with crosscurrents. We review some of the themes driving our latest asset allocation outlook.
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The keys to success in GP-led secondaries deals
What are the ingredients of a successful GP-led secondaries deal? Paul Sanabria believes in a sound framework that thoroughly analyzes the assets, sponsors, alignment, and secondary deal dynamics—and that the devil lies in the details.
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Federal budget 2024 highlights
We’ve reviewed the budget and compiled a summary of the key highlights we think are most important for sponsors, consultants, and financial advisors.
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Federal Budget 2024: addressing long-term challenges takes time
The federal government's latest budget contained nuggets that would be of interest to everyone―from investors to first-time homebuyers and economists who are concerned about Canada's deficit picture. Learn more.
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Q1 in review
Canadian equities moved higher in the first quarter, continuing the rally that began in November 2023.
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Federal budget 2024―and you thought there would be nothing?!
A summary of the 2024 federal government’s budget highlighting the changes delivered by the Liberal government on April 16, 2024. Review our analysis of the key corporate and personal measures and how they impact you.
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It’s never too early to think long term—how investors can align with net zero by 2050
Many countries, cities, companies, and other institutions have joined forces to reduce global GHG emissions, but we believe investors also have a crucial role to play in achieving net zero by 2050. We expand on three key elements.
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Understanding trusts
Trusts can be used for your estate-planning and wealth-succession goals. Learn more about trusts: formal vs informal trusts, attribution rules, 21-year deemed disposition, preferred beneficiary election, trustee duties, and tax compliance.
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