Insights
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
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Other Insights
In the Middle Lies Opportunity: The Case for Mid Caps
Despite their attractive risk and return characteristics, U.S. mid cap stocks are frequently overlooked by equity investors. In this white paper, we investigate how and why that may be hurting portfolios’ potential returns.
Fixed Income Monthly Monitor – July 2022
The FTSE Canada Universe Bond Index returned negative 2.18% on the month.
Rethinking Risk Management
The Ups and Downs of Three Popular Defensive Strategies in Equity Portfolios.
Stocks have undeniably been the best performing traditional asset class over the past decades in terms of absolute returns. However, the ride has not necessarily been a smooth one.
Fixed Income Monthly Monitor – November 2021
The Bank of Canada set in motion a wild repricing of Canadian yields as they got undeniably more hawkish at their October meeting.
Private Equity Sees the Light
This wasn’t the case two hundred years ago, when candlefueled light cost over 325 times more than today’s light does. Light is so essential to our lives that its source has undergone radical innovations – and reinventions – that have improved it radically over the last century and a half.
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Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.




