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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Insights
February 27, 2020
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.
Fixed Income
February 19, 2020
The Debt Canary
In the fourth quarter of 2019, there were 35,155 consumer insolvency filings, according to Canada’s Office of the Superintendent of Bankruptcy. That’s the highest since 2010 and about 5,000 shy of the record reached in the third quarter of 2009. For the full year, over 137,000 Canadians declared bankruptcy, 9.5% more than the previous year […]
Market Commentaries
February 19, 2020
Fear vs Fundamentals: Redux
We are well into earnings season for the final quarter of 2019, but one could be forgiven for not noticing. After all, Coronavirus fears and the accompanying environment of heightened uncertainty have stolen the headlines.
Market Commentaries
February 18, 2020
Global Financial Forecast 2020-2027
Since 2008, the economy and financial markets have been driven by extraordinary actions from central banks, a thirst for yield, falling productivity and a prolonged expansion characterized by very low inflation. We continue to expect the next seven years to be driven by a return to normality in central bank activities and productivity. Demographics should […]
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Insights
April 15, 2026
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.
COVID-19 – Reflationary Train Delayed, Not Derailed