A review of the week's top global economic and capital markets news.
Federal Budget 2025
November 04, 2025
No changes to tax rates but diverse measures like updated rules for registered accounts investing in small businesses and the removal of the Underused Housing Tax (UHT).
Q2 2025 | Market Update
August 01, 2025
Despite ongoing concerns about tariffs and geopolitical risks, markets rebounded by the end of Q2, with key indexes near or above all-time highs.
Q1 2025 | Market Update
April 29, 2025
2025 started relatively calmly. But sentiment shifted drastically in early April following the U.S. administration’s April 2 (Liberation Day) announcements on steep tariffs, targeting countries across the world. This sparked extreme short-term volatility – on both the up and downside - for stocks and bonds.
Q4 2024 | Market Update
January 08, 2025
The S&P 500 climbed over 60% for the two-year period between 2023 and 2024, the best in a quarter century. But it turned volatile in early 2025. While markets have concerns over the future of interest rate cuts from the Fed, we are tactically bullish on equities as earnings growth broadens amid a resilient U.S. economy.
U.S. election insights
November 05, 2024
History shows that markets do favour a divided U.S. government as a way to moderate any extreme policy tilts or spending plans.
Q3 2024 | Market Update
October 24, 2024
We think the chances of a U.S. soft landing - a scenario of bringing down inflation to around 2% without widespread job losses - has improved. Our tactical position favours a slight overweight to equities and commodities as the U.S. economy slowly sheds the weight of high levels of real interest rates.
Q2 2024 | Market Update
July 10, 2024
A gradual cooling of jobs and a slowdown in consumer prices improved the chances that major economies will avoid a recession. Looser monetary policy from major central banks is adding to hopes that equities will continue to climb.
Q1 2024 | Market Update
April 19, 2024
Blowout U.S. job numbers and stubborn inflation stuck above 3% have pushed out the timing of rate cut expectations from the U.S Federal Reserve.
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