Portfolio Commentary – April 2024

Market Pulse The global economic outlook for 2024 presents a paradox of resilient growth amid escalating risks. While some economies are defying expectations of recession and showing signs of robustness, the broader picture is marred by deepening geopolitical tensions...

Portfolio Commentary – March 2024

Market Pulse The Canadian economy displayed unexpected strength in early 2024, with notable GDP growth in the first two months driven by sectors like oil and gas, manufacturing, and finance. This robust start, marked by the highest growth since early 2022, tempers the...

Portfolio Commentary – February 2024

Market Pulse The easing of Canadian consumer prices at the start of the year suggests potential room for the Bank of Canada to consider interest rate cuts in the upcoming months. The consumer price index (CPI) increased by 2.9% in January year-over-year, below the...