All insights

The decade of generational wealth

December 2022

Tobias Donath from the Fideilty Center for Family Engagement discusses growing your business through generational conversations

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The six operating principles of a top-tier digital asset trading and custody solution

November 2022

If you are a qualified portfolio manager, an introducing broker, or a mutual fund dealer looking for prudent access to the digital assets space, consider these six operating principles when searching for a digital asset trading and custody solution.
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Maximize your revenue & optimize your results

October 2022

As a wealth management professional, you know that financial advisors and portfolio managers are challenged now more than ever to deliver outstanding client service in a fast-changing investment climate, where meeting client expectations means providing a personalized, proactive omnichannel experience.

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David Wolf, David Tulk and Ilan Kolet: Three Pillars

October 2022

In the context of a very tough financial year, policymakers have turned to aggressive means to keep inflation from becoming further entrenched in the markets. From this defensive position, we will look at the remaining key pillars that may factor into future market shifts.
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Timmer Report: Are the markets declaring victory too soon?

September 2022

Jurrien Timmer, Director of Global Macro, examines market expectations for additional Federal Reserve rate hikes and how these expectations may have big implications for the markets’ future direction.
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David Wolf, David Tulk and Ilan Kolet: Modelling Behaviour

July 2022

While macro-economic models are widely used across the investment industry, the ability to understand what may be wrong with them and position investments accordingly may help outperform the markets. In their latest paper, the GAA team discusses how they are taking advantage of model-driven consensus to enhance return in a risk-controlled way for Canadian fundholders.
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The Correction: Just Valuations, or Earnings Too?

June 2022

Jurrien Timmer, Director of Global Macro, explores valuations, earnings estimates and inflation expectations to understand the latest market correction.
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David Wolf, David Tulk and Ilan Kolet: Rate hikes and their consequences

April 2022

Central banks are set to rapidly raise interest rates to bring inflation under control. How may these rate hikes impact the performance of financial markets? In their latest paper, David Wolf, David Tulk and Ilan Kolet explore the impacts of rate hikes and how they are positioning their Canadian multi-asset class funds for Canadian investors.
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David Wolf, David Tulk and Ilan Kolet: Further along

February 2022

How comfortable will central banks be with persistently high inflation? In their latest paper, David Wolf, David Tulk and Ilan Kolet discuss the investment implications of inflation, rate hikes, and how they are positioning their Canadian multi-asset funds to maximize return while managing risk.
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Jurrien Timmer: Some Reflections on Inflections

February 2022

Jurrien Timmer, Director of Global Macro, summarizes the latest earnings cycle, where global markets sit currently in the economic cycle and why now may be the time for a market transition.
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