Insights · Newsletter
A monthly round-up of what our team is reading, researching, and thinking about.
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
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.
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
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
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
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
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.
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
Good morning! This month’s Invested spans markets, philanthropy, and strategy. Highlights include Fed independence risks, commodities’ potential super cycle, and Canadian equities’ sweet spot. The Viewpoint Foundation spotlights the psychology of high-control systems, while we also explore governanc
Good morning! This month’s issue of Invested is packed with insights, from being featured by the Calgary Chamber, to tariffs and commodities, to warnings about Canada’s capital drain. Plus, we explore the psychology of conspiracy theories. Curious what it all means for investors and families? Find o
Good morning! Dive into this month’s Invested newsletter for the latest trends and insights—from surging precious metals and MAGA’s mounting cognitive dissonance to a sobering reality check on alternative investments. We also explore shifting markets, ETF momentum, inflation signals, and surprising
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! From gold-fueled market highs in Canada to shifting sentiment on Big Tech and the mainstreaming of crypto, this month’s newsletter explores the evolving landscape of global investing. We also spotlight the eth