Connecting to the real world
Rising Defence Budgets Present Opportunity to Go on Offence
Europe is entering a major defence spending upcycle. We favour one company in particular with sales set to double between 2021 to 2026, with profit growing significantly more than this.
General Housekeeping and What We’re Reading
Key dates, issues and other miscellaneous information we’re watching, and sharing with clients. You’ll also find below noteworthy articles, reports and other writings that caught our eye this month.
Catching a Dragon’s Tail: How We’re Positioned for China’s Post-Pandemic Resurgence
As China puts an end to its constrictive zero-Covid policies, it is incumbent on all investors to keep one eye on the ripple effects coming out of the Middle Kingdom.
General Housekeeping and What We’re Reading
Key dates, issues and other miscellaneous information we’re watching, and sharing with clients. You’ll also find below noteworthy articles, reports and other writings that caught our eye this month.
Why Inflation is Less Harmful Than You May Think
A generation of Canadians built their retirement plans on the Bank of Canada’s 2% inflation-control target. Yet, in December of 2022, prices continued to grow at 6.3%—dropping below market expectations, but still remaining well above the central bank’s threshold.
Investors Flee to Europe, While Canada Remains Undervalued
European stocks have rallied since October, benefiting from easing concern over energy supplies and fears of a deep, war-induced recession.
