A 50bps rate hike is unusual and validates the zeal with which Governor Macklem wants to normalize monetary policy as quickly as possible.
Hikes On The Horizon
2021-12-17, Clement Chiang
Now that economic growth has rebounded and employment and inflationary pressures have recovered, emergency levels of monetary stimulus are no longer needed.
MORE >
Preparation Over Prediction
2021-08-20, Clement Chiang
In lieu of macro predictions, our preference is to focus on portfolio preparations using our bottom-up value-based philosophy.
MORE >
Staring Down The Unwinding Road
2021-04-23, Clement Chiang
Investment considerations as the Bank of Canada begins to taper its purchases of Government of Canada bonds.
MORE >
Moral Hazard 2.0
2020-12-04, Clement Chiang
Our objective is to build lasting value for our clients over time regardless of the moral hazards in vogue today.
MORE >
Thoughts On Investing Amid Uncertainty
2020-08-21, Clement Chiang
The unprecedented nature of the pandemic led to one of the most rapid stock market declines in history quickly followed by one of the swiftest market rebounds.