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August Market Insights By Dr. James Thorne: Beyond The AI Bottleneck

A leadership transition is already underway, but much of the market remains anchored to the last trade. Investors are still crowded into semiconductors, memory and artificial intelligence (AI) infrastructure supported by passive flows and a sell-side that continues to extrapolate an era of outsized earnings surprises that has largely run ...
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Our Continuing Dependence on Oil: Will the Energy Landscape Shift?

The conflict with Iran served as an abrupt reminder of energy’s central role in global order. In the spring, the Strait of Hormuz exposed the risks of routing roughly 20 percent of global supply through a single chokepoint. The resulting disruptions not only drove fossil fuel prices sharply higher but ...
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Challenging the Artificial Intelligence Job Apocalypse

Is artificial intelligence (AI) coming for your job? According to The Economist, one in three people believe AI will cause widespread job losses, while seven out of 10 believe it will make it harder for people to find work.
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Are the Bond Markets Sending a Signal?

Many market observers have recently turned their attention to the fixed-income markets, as long-term government bond yields have risen to levels not observed in more than two decades. By the end of May, 10-year and 30-year U.S. Treasury yields had risen to levels last seen before the 2008 crisis. Japan’s ...
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Stepping Back: The 30,000-Foot Market View

One of the recurring challenges in writing my/ our quarterly commentary is that by the time it reaches publication, arts already feel dated. This feels especially pronounced today as the pace of change appears to be accelerating.
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INSURANCE STRATEGIES FOR HIGH-NET-WORTH INVESTORS

Many of us spend years contributing to our Registered Retirement Savings Plan (RRSP) to take advantage of the tax-deferred growth opportunity. Yet we may forget to plan our exit strategy: how and when that money will be withdrawn in the future.
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