International Investments

China's common prosperity

What caused the Chinese stock market to underperform the S&P 500 by a staggering 30% this year? In August, President Xi called for “adjusting” excessive incomes and for high-income individuals and companies to contribute more to society. Details on the policy remain vague, but many investors have taken it to mean that China will now “take from the rich and give to the poor”.

Q3 2021 Investment Commentary

In this stage of our economic recovery, our attention turns to how the pandemic has affected supply chains globally, and what impact this is having on our markets worldwide.

Q2 2021 Investment Commentary

The heatwave that Canadians recently experienced is somewhat of a precursor to what’s shaping up to be a scorcher of a summer from an economic standpoint. With 67% of Canadians having received at least one dose of the vaccine and provinces lifting even more restrictions, this will unleash many economic catalysts that we’re looking forward to.

Q1 2021 Investment Commentary

Though recent lockdown measures have come into effect across Canada, we view this as merely a detour on the gradual return to normal. Our Quarterly Investment Commentary reflects this sense of optimism as we gain a greater understanding of what the new normal will look like — and when it may arrive.

Grow Together December 2020

With the changing of a season, we turn our attention to another custom: reflecting on the nearly-completed calendar year, with a commitment to applying our learnings as we plan for growth in the new year.