Insights · Markets
In-depth analysis of market events and macro developments from the Viewpoint team.
FOR IMMEDIATE RELEASE Calgary, Alberta — August 5, 2025 — Viewpoint Investment Management Corporation, the manager of Viewpoint Global Multi-Asset Trust (the “Fund”), today announced a material change in the Fund’s Series F-USD investment risk classification. Effective August 5, 2025, the Fund’s ris
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 tabl
— December 19, 2024 Edit — As the year comes to a close, we wanted to revisit a piece from our March issue of Invested: “Nurturing Responsible Wealth Inheritors.” This article explores the unique challenges and opportunities families face in preparing the next generation for responsible wealth stewa
Using Greek letters, numbers, and equations to describe the world is strange. Before I embarked on a near decade-long academic pursuit in the field of theoretical physics, I distinctly remember thinking about this peculiarity while sitting in my high school physics class staring at Newton’s laws of
Much of the focus in financial markets over the past few months has been on the Federal Reserve and forecasts for when they will start to cut interest rates. At Viewpoint, we’ve been keenly interested in the interplay between monetary and fiscal policy, and the implications on the health of the econ
Five years ago, I had the pleasure of taking a trip to Japan. A popular tourist destination, the country is well known for its culinary scene, cultural heritage, and beautiful landscapes. And, while I was excited to eat my weight in sushi and ramen, as well as explore the beautiful architecture in K
While listening to a Palisades Gold Radio podcast on government spending, debt loads and inflation, the ever-dour John Rubino made note of a recent survey which revealed that 62% of Americans were supportive of government set price controls to control inflation. Although much of the content of the p
Amid resolution planning to start the new year fresh, there is no time like a transition from one year to the next to look forward, and nothing epitomizes a forward-looking viewpoint more than the immortal words of Patrick Stewart (and other Star Trek captains alike), “Space: The Final Frontier.” In
Strategic decision making involves the identification and evaluation of choices to determine the best course of action to achieve specific goals. In the early 19th century, John Von Neumann published On the Theory of Games of Strategy, which birthed the field of game theory. This theory has revoluti
The rise in interest rates over the past couple of years has caused many headaches for most investors. Stocks experienced significant losses last year, while bonds – normally seen as the safer part of a portfolio – suffered their worst performance in history. There has been almost no place to hide,
Back in August, when I wrote If It Isn’t Hurting, It Isn’t Working, there was a persistent belief that we had achieved either a “soft landing” or “no landing.” Although these outcomes would be hard to differentiate, they both assume a “goldilocks” outcome where the Federal Reserve – and other global
In 1994, James Carville, a political adviser to President Clinton, remarked, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a .400 baseball hitter. But now I would like to come back as the bond market. You can intimidate everybody.” Almost