Canada has been a diminishing allocation within some investment portfolios since the Canadian government removed the foreign investment limit for registered plans in 2005. The size and cyclical nature of the Canadian market led investors towards foreign markets where...
Thought Leadership
PCLs, NII, FGP – Our comments on the Canadian banks’ results
Canada’s big banks just completed their quarterly reporting season. While we’re still analyzing the numbers, we believe there were some positives in the earnings results given credit improvements and growth outlooks. Here are a few thoughts.
The Times They Are A-Changin’
Interest rates are higher today than they have been at any time in the last decade – and much higher than at the height of the pandemic. With bond yields up, there is less need to take undue investment risks. Our latest white paper explains why.
Trump, Tariffs, and Trade: A Preliminary Comment on Canada
Late Saturday afternoon, U.S. President Donald Trump announced major tariffs against Canada, Mexico, and China. On Saturday evening, Canadian Prime Minister Justin Trudeau responded with retaliatory tariffs. What does this tariff war mean for Canadian investors in...
Why Canadian Banks Were Immune to Recent Market Stress
The collapse of Silicon Valley Bank in the U.S. in March caught the attention of many investors around the world. North of the border, thoughts turned to Canadian banks. Our Fixed Income team explains the factors that make Canada’s banking system stable and sound....
Why Pensions Prefer Preferreds
High and stable income levels are making preferred shares an increasingly attractive fixed income substitute
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