Insights

Insights from our team to help you make sense of what matters most - financially and beyond.

Three Headlines, One Perspective: Staying Focused Amid the Noise

Trade, energy and interest rates are making headlines. Here's what they mean for your portfolio, and what hasn't changed....

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Why Is "Fund" a Four-Letter Word?

There is a peculiar kind of financial snobbery that has taken root in recent years. It goes something like this:...

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2026: Mid-Year Update

It’s hard to remember a six-month stretch with this much packed into it. A major war. A sharp disruption in energy prices. Inflation that refuses to fully cooperate. A sudden shift in expectations from lower interest rates to possibly higher ones....

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This is a Fire Drill

Three consecutive years of strong returns can quietly distort expectations. When gains persist, they begin to feel normal. In reality, they are the favourable side of a long-term upward trend....

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2025 Year in Review

Financial markets in 2025 served as a powerful reminder of how predictable investors often believe markets to be and how unpredictable they actually are, moving sharply in either direction without warning....

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