Learn how an individual pension plan can reduce taxable corporate income and help business owners save more for retirement as we answer clients’ most frequently asked questions.

Key dates, issues and other information we’re watching, and sharing with clients.

Do you know how much you are paying for investment fees? If you don’t—or you’re not confident that you do—you’re not alone.

Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.

Key dates, issues and other information we’re watching, and sharing with clients

Alternative asset investing has become a $10-trillion global market by promising outsized gains with less risk. There are numerous difficulties we have with those assumptions, particularly now as an era of elevated rates threatens lofty valuations.

Investors remain starkly divided over where the economy is headed with a significant number fearing a sharp downturn to come. The data we’re seeing right now however point toward an inflation-lowering scenario that doesn’t break the economy.

With bond yields hitting levels not seen in more than a decade, rumours of the classic portfolio’s demise appear greatly exaggerated. Indeed, as the era of ultra-low interest rates appears to be drawing to a close, the 60/40 finds itself very much alive and well.

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.

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.

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.