APRIL 22, 2025 - Repatriation, Reversals, and the Repricing of Risk (16:42 MINUTES)
In this week’s commentary, Sharon and Brent unpack what capital repatriation really means for global markets — from the implications of a weakening U.S. dollar to the knock-on effects of broken trust in Pax Americana. Hint: the genie is out of the bottle. Their discussion isn't just macro; it's behavioural. In an environment where familiar anchors are breaking, the ability to stay grounded — and avoid emotional decision-making — becomes a real edge.
APRIL 3, 2025 - Pax Americana, Protectionism & Passive Piggy Banks: Preparing for, Not Predicting, the Future (17:15 MIN)
In the aftermath of President Trump's "Liberation Day" tariff announcements, the world is faced with significant implications for global trade. While we’re not in the business of predicting the future, we are preparing for it. As the dust settles, we’ll be closely monitoring the ripple effects on various sectors. Our approach is to stay agile, ready to navigate any shifts that come our way, and ensure that your portfolio is positioned for whatever opportunities unfold.
MARCH 4, 2025 - Trade, Tariffs & Turbulence: Where Do We Go from Here? (14:36 min)
Two roads diverged in the woods... and now, the world stands at a crossroads, history unfolding in real time. With the shifting world order making headlines daily, it’s easy to get lost in the noise. But where do the real opportunities lie — for Canada and for our clients?
