INVESTED: September Edition
September’s Invested explores Fed independence, rising bond yields, Canada’s growth potential, and the founder discount, then heads outdoors to consider how nature can make our communities healthier and more resilient.
Insights · Newsletter
Invested Newsletter
A monthly round-up of what our team is reading, researching, and thinking about.
INVESTED: August Edition
This August edition of Invested examines forces reshaping markets and daily life, from bond yields and AI-driven borrowing to Canada–U.S. trade tensions, global inflation and El Niño. It also explores nature’s benefits and Newfoundland and Labrador’s thriving technology startup community.
INVESTED: July Edition
July’s issue of Invested explores Canada’s resource potential, shifting commodity and oil markets, nature’s role in well-being, and the global forces reshaping investment, innovation, and long-term decision-making.
INVESTED: June Edition
This month’s Invested explores how global events, generational change, and cultural shifts are reshaping markets, wealth, and long-term decisions. We look at everything from the World Cup and next-gen investors to geopolitical risk, market exuberance, and solutions to loneliness.
INVESTED: May Edition
Good morning! This month’s edition of Invested explores the growing complexity shaping markets, mental health, philanthropy, and long-term stewardship. From revisiting CIO Scott Smith’s timely insights on energy security and coal’s enduring role in a shifting global economy, to examining how hormone
INVESTED: April Edition
Good morning! This month’s Invested explores how global disruption, innovation, and long-term thinking are reshaping markets and society. We examine fertilizer inflation and commodity shocks tied to the Iran conflict, Canada’s evolving energy opportunity, and the cybersecurity risks of advanced AI.
INVESTED: March Edition
Good morning! This month’s Invested explores how geopolitics, energy markets, and broader social trends are shaping the economic landscape. The articles that we curated examine the escalating tensions with Iran and what they mean for oil prices, inflation risks, and the role commodities play as a ge
INVESTED: February Edition
Good morning! This month in Invested, we explore shifting dynamics across markets, policy, and philanthropy. From the Supreme Court’s ruling on tariffs and the market implications of Kevin Warsh’s Fed nomination, to lessons in risk-parity investing drawn from cocoa’s dramatic price cycle, the Viewpo
INVESTED: January Edition
Good morning! This month’s Invested examines how geopolitics, confidence, and resilience are increasingly shaping both markets and social systems. CIO Scott Smith explores why copper’s standout performance reflects supply risk rather than demand, what Venezuela’s post-Maduro uncertainty means for gl
INVESTED: December Edition
Good morning! December’s Invested brings together market insight, emerging risks, and cautious optimism. From navigating volatility across multi-asset and commodities strategies, to exploring AI’s role in mental-health care, evolving environment, social, and governance (ESG) dynamics, stablecoins, a
INVESTED: November Edition
Good morning! This month’s Invested dives into the forces reshaping everything from markets to mental health. From AI’s breakneck infrastructure boom to the emotional risks of chatbot companionship, and from a surreal trillion-dollar economic norms, to a corporate collapse that rattled Wall Street.
INVESTED: October Edition
Happy Halloween! 🎃 As October draws to a close and the ghosts of market fears and global uncertainty linger, this month’s issue of Invested proves that not everything goes bump in the night. From resilient markets that refuse to be spooked by inflation or tariffs, to a new era of philanthropy risin