While small cap stocks have traded at a premium relative to large cap stocks for most of the last two decades, the last three years have bucked this trend.
Canadian Market Expectations are High
2024-01-31, Darren Dansereau
Companies in the TSX Composite Index are reporting earnings for the fourth quarter (Q4) of 2023. If looking only at the strength we have seen in equity markets, it would be easy to assume that everything is on track for a strong finish to the 2023 earnings year. However, analysts have forecasted that Q4 2023 earnings will be down 1.1% from the same period in 2022.
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Optimizing Tax Efficiency
2024-01-24, Vanessa McNabb
Canadians have more choices than ever to grow their investments in a tax-efficient manner through registered investment vehicles such as RRSP, RESP, RDSP, TFSA, and the more recent FHSA. Unfortunately, for most Canadians, maximizing all options is just not a realistic expectation.
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Industry Evolution Paves Attractive Path for Circle K
2024-01-18, Daniel Morgan
Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.
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Q4 2023 Market Commentary
2024-01-10, Mathew Hermary
While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.
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2023 Pooled Fund Realized Distribution Guidance
2023-12-15, Vanessa McNabb
As we prepare for the new year, tax planning is top of mind. We have outlined important dates and information to help guide you through tax season.