DON'T LOOK BACK; YOU'RE NOT GOING THAT WAY
11 Apr 2025Equity markets are riding a rollercoaster of volatility, but what stood out even more this week (other than the unpredictable behaviour of Trump) was the interesting reaction of the U.S. Treasury market and dollar. Long-term Treasury prices declined, pushing yields higher, even in the face of instability that would traditionally send investors rushing into U.S. government debt. More instructive was the weakened greenback.
Maximizing Impact: Have You Considered a Donor-Advised Fund?
23 Nov 2023As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the AMT means that, come January 1st, you may no longer receive full deductions and tax credits for your charitable contributions. But perhaps there is yet another way...
Implications of the Pan-Asia Trade Pact
16 Oct 2023On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history, significantly reshaping traditional economic power dynamics.
Waiting for the Whale to Surface
31 Aug 2023This week we came across an analogy that related monetary policy to dead whale spotting… That’s right, central bank directors and fishermen have more in common than we ever could have imagined.
2023 Federal Budget Highlights
31 Mar 2023The federal budget was released March 28th. Here are the highlights from an investment standpoint.
Capitalizing on China Reopening
03 Mar 2023At OUTLOOK 2023, one of our major trends for the year ahead was the reopening of the Chinese economy. The country’s zero-COVID policies have been easing over the last few months and the rapid reopening has meant that the world’s second-largest economy is finally back to business.