by foyston | Apr 19, 2024 | Strategy News, Thought Leadership
On April 16, RBC announced the redemption of a series of preferred shares. In this paper, we explain this redemption in the context of the marketplace’s confusion about capital structure regulations. The conclusion: active management is an essential component of...
by foyston | Feb 26, 2024 | Strategy News, Thought Leadership
In recent years, stock market returns have been increasingly dominated by a handful of large-cap growth-oriented companies while small-cap stocks have struggled. This phenomenon is not new. In this paper, we explain why an allocation to actively managed small-cap...
by foyston | Jan 15, 2024 | Thought Leadership
Interest rates are higher today than they have been at any time in the last decade – and much higher than at the height of the pandemic. With bond yields up, there is less need to take undue investment risks. Our latest white paper explains why.
by foyston | Nov 24, 2023 | Thought Leadership
We regularly advise many of our clients to ignore short-term noise in the markets and focus on the long term. This week, we have two concrete examples proving our point: the Canadian government made one partial U-turn and one complete U-turn just months after...
by foyston | Jun 12, 2023 | Thought Leadership
The collapse of Silicon Valley Bank in the U.S. in March caught the attention of many investors around the world. North of the border, thoughts turned to Canadian banks. Our Fixed Income team explains the factors that make Canada’s banking system stable and sound....
by foyston | Feb 16, 2023 | Thought Leadership
Inflation has been on an upswing for two years. Central banks are raising interest rates to reduce inflation while governments seem to be doing the opposite. Some major economies might avoid a recession, but that may not be a good thing. Read more by clicking on the...
