2026 Market Outlook: Stimulus and productivity gains should outweigh near-term obstacles
Headlines move markets in the short term, but fundamentals drive longer-term performance. With one chapter yet to go, 2025 has been a case study in drivers of market volatility. Many investors, including us, commenced the year with an optimistic outlook. The largest economy in the world had just elected a new administration with a market-friendly […]
Beyond the U.S.: Finding Deep Value Internationally with Brandes
Host Sunny Singh sits down with Matthew Brundage, a Senior Vice President at Brandes Investment Partners, to discuss Rosedale Family Office’s recent allocation to the Brandes International Equity Fund and Global Small Cap Equity Fund. The conversation goes beyond performance numbers to detail the rigorous due diligence that led to partnering with a firm that […]
Conscious Coupling
Whether you are newly partnered or navigating your children’s relationships, this Conscious Coupling webinar features presenters Alison Forster, Debbie Jorgensen, and Alison Dennis in an informative discussion on essential wealth financial and legal planning considerations for new couples. Topics include: Domestic agreements: prenuptial, postnuptial and cohabitation Wills and POAs Protecting family wealth through generations […]
Investment implications of artificial intelligence
Understanding artificial intelligence through the echoes of past revolutions
Propelled by technological advancement, low interest rates, broad and frenzied investment appetite, and a laissez-faire regulatory environment, the path of human development is on the verge of material change even though it may not be abundantly clear now. Though this could describe the nascent phase of artificial intelligence (AI), it is also a description of […]
Is the worst of market volatility behind us?
Trump’s reign of tariffs
Reciprocal tariffs were rolled out on schedule by President Donald Trump on April 2, but the breadth and magnitude were well above consensus. A 10 per cent baseline tariff was introduced on imports coming into the U.S. from 185 countries effective April 5, with much higher rates imposed on over 60 of these trading partners […]
Finding order in the chaos
With many of the same policy initiatives as the first Trump administration, muscle memory prompted markets to react positively to President Donald Trump’s electoral victory on November 5, 2024. Indeed, the S&P 500 gained 3.7 per cent from election day to inauguration day on January 20, paralleling the 5.8 per cent gain over the same […]
Trade war underway… ceasefire around the corner?
“I like making deals. Preferably big deals. That’s how I get my kicks.” “Money was never a big motivation for me, except as a way to keep score. The real excitement is playing the game.” Donald Trump, The Art of the Deal On March 4, President Donald Trump followed through on his tariff threat against […]
Tariff-ic uncertainty, again
