Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we examine the growing trend of news avoidance and the ripple effects of Trump’s tariffs on currency trading, stocks, and Canadian banks. Plus, we explore AI spending surges, key family office success metrics, and an archived podcast featuring Mac Van Wielingen. Don’t miss our Viewpoint Spotlight featuring fresh insights from CIO Scott Smith. Happy reading!
INSIGHTS FROM THE VIEWPOINT FOUNDATION
EXPLORING PHILANTHROPIC TRENDS & IMPACTFUL INITIATIVES
Why We’re Tuning Out: The Rise of News Avoidance in an Age of Anxiety
In an age of 24/7 news cycles and social media, staying informed can feel overwhelming. As news avoidance rises—now at 39% globally—many seek balance amid negative headlines. Studies reveal prolonged exposure fuels anxiety and distress, yet mindful consumption can help. Could selective news habits be the key to protecting mental well-being while staying informed? Check out this article from Jessica Ratushniak to find out!
VIEWPOINT SPOTLIGHT
INSIGHTS FROM CIO SCOTT SMITH
Trump, Taxes, & Treasuries: The Market’s Reaction to Fiscal Policy
The 10-year U.S. Treasury yield is more than just a number—it shapes mortgage rates, stock markets, and economic forecasts. While rising yields have been the trend, recent shifts in fiscal policy and government spending have eased bearish sentiment. Could this signal a turning point for bonds and economic growth? Read on to uncover the key market drivers!
Wake-Up Call: Coffee Prices Hit Record Highs
Canadian consumers dodged a tariff-induced price surge—but rising coffee costs may be unavoidable. With coffee futures at record highs and global supply pressures mounting, price hikes are trickling down to grocery stores and Nespresso capsules alike. Will relief come soon, or should coffee lovers brace for even higher prices? Dive into the full article to find out!
FEBRUARY’S INVESTMENT PULSE
TRUMP’S TARIFFS SHAKE UP FX, STOCKS, & BANKS
Trump’s Tariffs Make Currency Trading Cool Again After Years of Decline
Currency trading is back in the spotlight as Trump’s trade policies and global economic shifts drive volatility in the $7.5 trillion-a-day forex market. With banks ramping up hiring and hedge funds pouring in cash, is this the start of a long-term FX revival? Find out what’s fueling the surge and what it means for traders worldwide in this article from Bloomberg!
You Shop Local at the Grocery Store. Is It Possible on the Stock Market, Too?
As trade tensions grow, Canadians are reconsidering their U.S.-heavy investment portfolios. While the TSX may lack Wall Street’s tech giants, its strong banks, resource sectors, and dividend-rich stocks present compelling alternatives. Is shifting investments a patriotic choice or a savvy financial move? Explore the pros and cons in this Globe & Mail article!
Trade Tensions Weigh on Canada’s Banks as They Get Set to Report Earnings
Canada’s biggest banks face uncertainty as Trump’s proposed tariffs threaten higher credit losses, impacting an otherwise strong quarter. Analysts warn trade tensions could slow economic recovery, with Scotiabank and BMO in focus. Will they weather the storm or face more challenges? Read this Financial Post article for expert insights!
PODCAST PICK
UNLOCKING INSIGHTS, ONE EPISODE AT A TIME
*From the Archives* C-Suite Unplugged: Mac Van Wielingen, Board Chair, Business Council of Alberta
In this March 2022 episode, host Adam Legge sits down with renowned business leader—and Viewpoint Founder—Mac Van Wielingen, a founding member of the Business Council of Alberta. They explore his leadership philosophy, the evolving role of businesses in society, ESG priorities, and Alberta’s economic future. How can businesses drive both social progress and profitability? Tune in to find out!
MORE TO EXPLORE
CURATED READS FOR THE INQUISITIVE
Is Your Family Office Doing a Good Job? A Few Metrics to Consider
For top family offices, success goes beyond profits—it’s about exceeding client expectations, building trust, and achieving meaningful financial outcomes. Key metrics like client satisfaction, education, networking, and legacy building define their approach. With rising competition, how are they staying ahead? Find out in this Canadian Family Offices article!
Amazon Pours Fuel on Big Tech Spending After DeepSeek Panic
Amazon is going all-in on AI, ramping up capital spending to a staggering $105 billion—far beyond expectations. While Big Tech pours billions into AI, questions linger: will these massive investments pay off, or are we heading for an AI spending bubble? This article from The Wall Street Journal explores what Amazon’s big bet means for the future of AI and the tech industry!