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
Canadian Real Estate: A Strategic Shield Against Monetary Debasement
In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.
Global Asset Allocation Team Market Update – October 2025
Financial markets ended the third quarter on a solid note.
Global Asset Allocation Team Market Update – September 2025
In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.
2024 Climate Report
In preparing this Climate Report, we have utilized the TCFD recommendations as a key reference framework to enhance the transparency and consistency of our climate-related reporting.
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Inflation and Interest Rates: What’s Next?
We subscribe to the lower-for-long thesis, however we would be remiss not to acknowledge the fixed income sell-off that began the year.









Q4 2025 Investment Outlook & Portfolio Strategy