Investors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our benchmarks. The answer is, yes. Let’s review those prior circumstances to see if we can learn something about where we might be headed.

In a world of rich valuations and heightened geopolitical uncertainties, we believe Japanese equities are well positioned to deliver attractive returns.

Three months into 2025, the U.S. IPO (initial public offering) market remains in a rut. Why? And, perhaps just as importantly, is a rebound still possible?

Stock/bond divergence allows investors to reap the benefits of portfolio diversification, giving bond exchange-traded funds credence.

Recent US stock weakness may be related to a downturn in US economic data and headline shocks related to tariffs.

Bitcoin and other cryptocurrencies didn’t do much of anything following last week’s crypto summit at the White House.

As we wade into March, market volatility is at the forefront, leaving investors grappling with uncertainty surrounding tariffs and mixed economic signals. Though the S&P 500 experienced a bounce towards February's end, it slipped 1% overall, revealing lingering challenges for iconic tech stocks and the broader equity landscape.

As the consumer goes, so goes the U.S. economy. Consumers make up roughly 70 percent of U.S. GDP.

Global investment themes are shifting toward infrastructure, cybersecurity and energy expansion as demand outpaces supply in key sectors.

Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.

For decades, the U.S. dollar’s dominance has rested on two pillars: America’s deep capital markets and its global security alliances. Today, both are under strain.

Volatility across financial markets has become a persistent theme in 2025. The recent volatility has stemmed from a range of factors, including:

Short-term deadlines will complicate long-run plans.

Parametric’s tax optimized ladders (TOL) solution may help to enhance after-tax yield by seeking to optimize the allocation between tax-exempt and taxable bonds, based on an investor’s own tax rate and the relative value between sectors.

The EV shakeout is underway. When the dust settles, only a few players will remain. Many more will be relegated to the scrapyard of failed ambitions.

Costco's earnings may have disappointed in the near-term, but the company may be in a prime position to perform during a tariff showdown.

Stock/bond divergence allows investors to reap the benefits of portfolio diversification, giving bond exchange-traded funds credence.

At the start of the year, our Investment Strategy Committee outlook was positive for both the economy and the equity market, supported by strong consumer, labor market, and corporate fundamentals.

Though mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, uncertainty around Washington policy appears to be holding back new deals.

Trade policy clarity is a long way off.

Last week brought another wave of volatility to the markets, with investors grappling with mixed economic signals, geopolitical developments, and ongoing trade policy uncertainty.

It is true that tariffs are a tax. It is also true that tariff policies have been volatile…on and off again…different carve outs…different countries…phone calls that change things. All of this clearly has an impact on the market. So, we are not surprised to see stock market volatility.

There’s a lesson for financial advisors in this story. If you demonstrate a genuine intention to engage and connect with your female clients, it will build relationships that could drive the growth of the business for years to come.

Investor’s bearish sentiment has surged to levels that generally align with previous market corrections and crashes.

Last week's economic reports presented a narrative similar to what we’ve seen over the past few months: growth coupled with concerns.

I will again join forces with Ed Easterling of Crestmont Research to explore this data more deeply. Currently we have several powerful trends that have combined to create a nirvana-like market.

The U.S. has poured more than $120 billion into Ukraine since its war with Russia began three years ago, but with a new administration in Washington, that support is grinding to a halt.

On the latest edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, discussed how markets are reacting to U.S. trade policy uncertainty.

The European Central Bank will likely continue to cut interest rates, but future decisions could be more contentious.

We highlight some underreported positive developments that could keep economic growth on track and support higher equity prices in the months ahead.