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February Market Insights: Fortress America and the Colony Next Door

Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, ...
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January Market Insights: The 2026 Market Forecast

History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and ...
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Investment Insight – Winter 2026 Edition

In this edition, we reflect on long-term investing lessons inspired by Warren Buffett’s legacy, share our outlook on equity markets and earnings growth, highlight why ...
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December Market Insights: 2026 and the King Dollar Revival

Rumors of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one fact stands out: The global U.S. dollar system—“King Dollar”[1]—is ...
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Highlights from the Federal Budget 2025

How will #Budget2025 impact Canadians? With the introduction of several new tax measures, our team breaks down the highlights for advisors and clients
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Everyone’s talking about an AI bubble—but are we missing the real story? In his November Market Insights, James Thorne explains why the real AI opportunity can be found in the CapEx supercycle buildout

November Market Insights: Wealth In A Capex Supercycle

Wealth is the product of energy times intelligence: energy channeled into artifacts that enhance human life. American visionary Buckminster Fuller’s idea hints at a fire ...
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