Q1 Capital Markets Review
Entering 2025, strong economic momentum gave way to heightened volatility as aggressive U.S. tariff actions disrupted markets and trade relationships. Our report reviews how these shifts impacted public and private markets, identifies actionable investment opportunities, and outlines strategic posit
USD March Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, declined by 4.0% during March, with significant performance differences between US and international equities. Global Equities Global equities declined by 4.0%, with US large-cap equities (S&P 500) down 5.7
CAD March Market Commentary
Noteworthy Developments Global equities, as represented by the MSCI ACWI Index, declined by 4.5% (-4.0% in USD) in March, with significant performance differences between US and international equities. The CAD strengthened by 0.5% vs. the USD. Global Equities Global equities declined by 4.5% (-4
Unlocking Long-Term Growth: Using Private Investments to Enhance Portfolios
Our white paper, “Unlocking Long-Term Growth Using Private Investments to Enhance Portfolios,” presents a disciplined, endowment-style strategy that uses private equity, credit, and real assets to enhance returns, reduce volatility, and build sustainable multi-generational wealth—while offerin
