June Market Insights: The New Nexus of Power
For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, this grand experiment hollowed out the nation’s industrial heartland, eroded economic security, and fueled a populist backlash that upended politics from Ohio to Washington. The opioid crisis, the decay of small towns, and the anger of those left behind are not mysterious—they are the predictable fallout of an economic order designed by and for elites, insulated from the consequences of their own policies.
May Market Insights: From Hegemony to Balance
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 and economic stability. Moving beyond unipolar dominance, the U.S. aims to reshape the international order through strategic tariffs, security realignments, financial innovations, and institutional reforms—guided by historical lessons and Keynesian principles.
Canadian Election Special Market Insights: Carney’s Canada
Now that the Canadian election is over and Mark Carney has won, the hard part begins. The campaign trail is behind him; the spotlight now shifts to the daunting reality of governing a nation under siege from global headwinds and domestic skepticism.
April Market Insights: Embracing a Multipolar World
The signing of the Peace of Westphalia in 1648 didn’t just end the Thirty Years’ War; it reshaped the global order. It established state sovereignty and balance-of-power principles that have governed international relations for centuries. As Hobbes insightfully noted, while conflict may be inherent in human nature, peace is achievable through mutual agreement among sovereign powers. Fast forward to today: the global order that emerged after the Second World War is crumbling. We are entering a multipolar era one fraught with complexities, contradictions, and opportunities.
March Market Insights: From Trump’s Demands to Canada’s Destiny
Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as the global economic order undergoes seismic shifts. For decades, Canada and the U.S. have shared a mutually beneficial trade relationship, underpinned by the post-Second World War framework of free trade agreements and multilateral cooperation.
February Market Insights: From Extremes To Centre
In today’s politically charged atmosphere, it can feel as though standing for anything less than radical extremes invites scorn. As we entered 2025, a surprising emergence of centrist economic policies is reshaping our political discourse, defying party lines and pushing back against the extremes that have dominated the conversation.
2025 Market Insights Webinar
We are excited to share our recent conversation with Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth. In this brief session, we review financial markets performance in 2024 and share expert insights and forecasts for 2025. Gain valuable perspectives on global economies, investment strategies, and market opportunities.
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.
2024 Fall Economic Statement
On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024).
December Market Insights: A Year In Review
As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global economy stand out as defining characteristics. Throughout this period, a bullish outlook has been maintained, often swimming against the tide of mainstream opinion.