From the Desk of Our CIO
Mind Your Duration: Navigating Growth, Inflation, & the Fiscal Impulse
It’s been close to a month since the Federal Reserve (Fed) embarked on what is likely to be the start of a rate cutting cycle, lowering the overnight rate by 50bps. While attention was focused on the “jumbo” nature of the interest rate reduction, given the Fed generally adjusts interest rates in 25bps increments, […]
Invested Newsletter
INVESTED: September Edition
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we explore a myriad of topics from the Canadian Securities Administrators’ MRFP redesign, to trauma-informed spaces in mental health emergency rooms, to how the upcoming U.S. election could reshape markets. Also, look out for misconceptions about China’s economy in […]
From the Desk of Our CIO
China’s Adrenaline Shot: ‘Whatever It Takes’ Stimulus Package Sparks Investor Sentiment
A few weeks ago, I wrote a note on the state of the industrial metals market and how sentiment had been weighed down by sluggish demand out of China. Not only was a slumping property market stoking concerns that Beijing would miss their official growth target, but the upcoming U.S. election could have massive ramifications […]
News & Insights
Are You a Meerkat or an Ostrich?
When it comes to your ETF and mutual fund investments, how much attention do you pay to the Manufacturer Report on Fund Performance (MRFP)? Do you actively seek it out—either by searching online or asking your financial advisor? Do you actually read the entire document? (Glancing at graphics or tables doesn’t count!) Do you fully […]
From the Desk of Our CIO
The Bitter Truth: Why Your Morning Coffee Costs More & What’s Brewing for the Future
A key pillar of both U.S. political parties’ economic platforms is delivering a plan aimed at reducing consumer prices, which has been a major issue on both a local and global scale. In a recent note, we showed that the pace of rising food prices has been slowing, yet individuals are still unhappy with the cost […]
From the Desk of Our CIO
Industrial Metals Under Pressure: Is Copper Nearing a Turning Point Amid Global Uncertainty?
Over the last three months, broad commodity markets have experienced a notable pullback. Outside of the softs sector, which encompasses commodities like cocoa, sugar, coffee, and orange juice, there aren’t many commodities that are in the green over the last three months. Industrial metals have experienced some of the most prominent drops, with copper, aluminum, […]
From the Desk of Our CIO
U.S. Election Economics: How Harris’ Rise Could Impact Financial Markets
A little over a month ago we released a note detailing the pillars of Donald Trump’s economic platform, and if Trump were to win the presidential election in November, how these policies from the campaign trail could influence price action in financial markets. The note was released just after Joe Biden dropped out of the […]
Invested Newsletter
INVESTED: August Edition
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we explore how Rob and Mac Van Wielingen transitioned from founders to stewards in their family business on the Owners Circle Podcast. We also delve into the rising trend of Recovery Cafés as a model for mental health support […]
From the Desk of Our CIO
Market Mirage or Canary in the Coal Mine? Unpacking the August Volatility
We’re just over halfway through the month of August and it feels like the market volatility from early in the month is firmly in the rear-view mirror. Global equity markets are now in the green for August, just shy of all-time highs. Although much of the damage in financial markets seems to have been fixed, […]