Thoughtful commentary in a complex world.
Explore market perspectives, tax and estate guidance, firm news, media appearances, and investment strategy insights from the JCIC team.
Q3 2023 Investment Report: Your Portfolio's Resilience in Challenging Times
The Bank of Canada has kept rates unchanged amidst lower than expected GDP.
Are We There Yet? Have Interest Rates Peaked
The Bank of Canada has kept rates unchanged amidst lower than expected GDP.
Beyond The Surface: Decoding Market Signals and the Looming Recession Conundrum
A growing multitude of sectors, from small caps to even some energy names are beginning to exhibit encouraging indicators that the U.S. market’s current resilience is not only sustainable, but strengthening.
Signs Hint That a Broader U.S. Stock Market Rally May Be Taking Hold
A growing multitude of sectors, from small caps to even some energy names are beginning to exhibit encouraging indicators that the U.S. market’s current resilience is not only sustainable, but strengthening.
Portfolio Positioning: Taking Some Profits Off The Table But Still See Opportunities in Travel and Leisure
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
A Recession Is Likely. Here’s Why Investors Shouldn’t Panic
Rarely have markets discounted an early cycle recovery before actually descending into a recession. But we are not in a typical environment. Whether it’s a recession or soft landing, we are focused on quality and visibility.
Portfolio Positioning: Short-Term Yields Just Too Attractive to Pass Up
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
Portfolio Positioning: A Railway with Momentum to Ride Out a Possible Downturn
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.