April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump
Here begins the Great Game Download this PDF here. U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting Russia, Washington is trying […]
Investment Insight; Winter 2026
Welcome to the Winter 2026 edition of our quarterly Investment Insights newsletter. Each quarter we share perspectives to help you navigate the markets and make informed decisions. This edition focuses on key themes shaping the year ahead. We begin with estate planning, a topic that often falls down the priority list but remains one of […]
Investment Insight Autumn 2025
A Bifurcation in Sentiment Markets rarely linger in equilibrium. The pendulum of sentiment swings between fear and greed, and this year has been no exception. After April’s lows, the S&P surged over 30 percent in just two months, one of the fastest rallies in recent history, while the TSX hit multiple all-time highs. Yet, the […]
Investment Insight Spring 2025
The Illusion of Speed It has been said that “there are decades where nothing seems to happen, and there are weeks where decades happen.” The sweeping global tariffs, announced by the U.S. on April’s “Liberation Day,” caught the world off guard—disrupting long-held norms in global trade and world order. This may signal the beginning of […]
Investment Insight Spring 2025
A Cloud of Uncertainty The rhetorical tautology, “Predictions are difficult, especially about the future” may feel particularly relevant today.1 The start of 2025 has been marked by low visibility, with two events casting a cloud of uncertainty over investor sentiment: the launch of DeepSeek’s AI platform—claiming to be a significantly lower-cost model—and U.S. President Trump […]
April Market Insights: Embracing a Multipolar World
April Market Insights: Embracing a Multipolar World April 8, 2025 Unlocking a new golden era for investors “The condition of man … is a condition of war of everyone against everyone;” yet, by the mutual agreement of sovereign powers, peace may be obtained, and the benefits of order secured. – Thomas Hobbes, Leviathan (1651) Download […]
March Market Insights: From Trump’s Demands to Canada’s Destiny
March Market Insights: From Trump’s Demands to Canada’s Destiny March 6, 2025 Charting a new course in a shifting world order “A statesman must wait and listen until he hears the steps of God sounding through events; then leap up and grasp the hem of his garment.” – Otto von Bismarck Download this PDF here. […]
February Market Insights: From Extremes To Centre
In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it’s timely to reflect on the evolution of the U.S. dollar.
January Market Insights: The Digital Gold Rush
In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it’s timely to reflect on the evolution of the U.S. dollar.