Latest research & commentary
Elbows Down
Canada’s investment outlook remains challenged. Historically, the country’s attractiveness has been closely tied to its…
When Optimism Meets Reality: A Bearish View
We don’t recall a more difficult or dangerous investing environment in the past 40 years.…
Redefining Core Fixed Income: The Case for Loans
As we enter 2026, we believe it is time to reframe how investors think about…
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