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U.S. delivers larger than expected tariffs
Under the new U.S. framework, all countries face a 10% baseline tariff, with significant variations above that depending on country-specific trade policies
Canada Life
Oct 41 min read


Concentration: the hidden risk in today's market
In 2025, the U.S. equity market is once again showing signs of imbalance. While the S&P 500 continues to post gains, the rally is being powered by a familiar engine; a handful of mega-cap tech names. Beneath the surface, however, lies a vulnerability that investors shouldn’t ignore—concentration risk.
Canada Life
Sep 211 min read


Understanding Inflation
Inflation affects all aspects of the economy, from consumer spending, business investment and employment rates to government programs, tax policies, and interest rates.
PIMCO
Sep 31 min read


The Biggest Crisis
THERE’S NO SHORTAGE OF CRISES: A bloated U.S. debt and a jittery bond market; the unwillingness of Vladimir Putin to negotiate, etc. But there’s one crisis that dwarfs all the rest: Iran.
AGF Management Limited
Jul 181 min read


The Trade War Fizzles
DONALD TRUMP is eager to proclaim victory on trade deals. What a transformation — he finally listened to the critics and he now has made it clear that the virulent market reaction drove him to this tariff reversal.
AGF Management Limited
Jun 301 min read


Donald Trump’s Tax Bill Is In Trouble
DONALD TRUMP’S “BIG BEAUTIFUL TAX BILL” is in trouble, especially in the House, where backers of the measure are short by at least a dozen votes.
AGF Management Limited
Jun 201 min read


Webinar - Taking the stress out of money Wednesday, July 16, 2025
As inflation and interest rates rise, our third annual stress, finances, and well-being survey found that many Canadian workers are under financial stress.
Manulife
May 311 min read


The Real Lessons From the Plaza and Louvre Accords
The September 1985 Plaza Accord and the subsequent February 1987 Louvre Accord are justly lauded today as significant successful examples of international economic policy cooperation.
PIMCO
May 191 min read


Trade Wars and the U.S. Dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
PIMCO
May 161 min read


Seeking Stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability.
PIMCO
May 141 min read


Policy Volatility and Market Implications
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era.
PIMCO
May 21 min read


Rising uncertainty amid tariff threats―what does it mean for Canadian investors?
Trump Administration announced that the United States was imposing significant tariffs on its largest trading partners.
Manulife Wealth
Mar 51 min read


Here come the tariffs: why it’s too soon to draw conclusions
The recent announcement of U.S. tariffs on key global trading partners grabbed plenty of headlines.
Manulife Wealth
Mar 31 min read


How rising interest rates can affect you and your money
You’ve heard that the BoC is raising interest rates, but what does it mean for you? Rising interest rates can affect your wallet.
Manulife
Feb 191 min read


Capitalizing on Diverging Global Economies
Learn how we are navigating differences in monetary policies and economies outlook in order to optimize portfolio performance
PIMCO
Aug 30, 20241 min read


Assessing a recession!
There’s speculation that the Canadian economy may experience a recession at some point in 2024 – and maybe it will.
Manulife Solutions
Jun 10, 20241 min read


Bank of Canada cuts key rate for first time since 2020
The Bank of Canada cut its key int rate for the first time in more than 4 yrs today, marking a turning point in its fight against inflation
CP24 News
Jun 5, 20241 min read


Federal budget 2024―and you thought there would be nothing?!
After years of speculation, this was finally the budget in which the capital gains inclusion rate was increased
Manulife Investment Management
May 8, 20241 min read


How To Be a Sustainable Investor
The three pillars for sustainable investor for climate adaptation and the potential investment opportunities and risks associated with them.
Manulife Solutions
Apr 27, 20241 min read


Market update Q1 2024
Market update Q1 2024
Sunil Heda
Apr 19, 20244 min read
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