Portfolio Strategy
9/16/2022
The global economic climate has changed quite dramatically since the beginning of the year and
runs in stark contrast to the glory days of 2021.
Markets & Investing
Thoughts from our Chief Economist Eugenio Alemán
9/8/2022
Listen to our podcast with Chief Economist Eugenio Alemán.
Markets & Investing
Insights and Strategies
9/1/2022
We are now 8-months into the year and it is not surprising that the “inflation fever” is still top of mind for most.
Markets & Investing
Insights on Oil & Gas institutional buyer trends
8/29/2022
Listen to our podcast with Equity Research Analyst Jeremy McCrea.
Markets & Investing
How much wood, could a woodchuck...An overview of the Canadian paper and forestry sector
8/18/2022
Listen to our podcast with Head of Equity Research Daryl Swetlishoff.
Markets & Investing
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Recession talk, a redux
8/15/2022
Listen to our podcast with fixed income strategist Ellis Phifer and head of investment strategy Nadeem Kassam.
Markets & Investing
Global geopolitical investment themes
8/12/2022
Listen to our podcast with associate analyst, Alex Anderson.
Markets & Investing
Insights and Strategies
8/2/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in
the hit fantasy TV series Game of Thrones.
Markets & Investing
Quarterly Asset Allocation
7/19/2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing
Portfolio Strategy
7/8/2022
Given the popularity of companies across the US Information Technology (IT) sector (within the S&P 1500 index) with clients, we have
fielded many questions, especially as these stocks have sold off quite aggressively from their respective peaks.
Markets & Investing
