May Market Insights: From Hegemony to Balance
May 13, 2025 The Mar-a-Lago strategy and the future of American power “War is the continuation of politics by other means.” – Carl von Clausewitz (1832) Download this PDF here. In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence […]
Canadian Election Special Market Insights: Carney’s Canada
April 30, 2025 THE ILLUSION OF A REVIVAL OR A PRELUDE TO RECKONING? “I, however, place economy among the first and most important republican virtues, and public debt as the greatest of the dangers to be feared.” – Thomas Jefferson Download this PDF here. Now that the Canadian election is over and Mark Carney has […]
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.
Federal Government Defers Capital Gains Inclusion Rate Increase to 2026
The federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate
Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes
Any bill that hasn’t become law by the time of prorogation is effectively canceled, and would need to be reintroduced when Parliament resumes—unless the House votes to reinstate it.
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.
Investment Insight – Winter 2025
Quarterly Investment Insights – Winter Read the full article here.