Investments Unplugged

Warmer days are on the horizon, and while many of us are planning our next vacation spots, others are looking back at the half year and recalibrating their portfolios for what lies ahead. What happened to markets in the first half of the year? What can we expect as we move into the year’s final stretch? Tune in to our new podcast episode as our Co-Chief Investment Strategists Kevin Headland and Macan Nia discuss the opportunities and risks affecting the global economy, including U.S. tariff policy, decelerations in global manufacturing, and the role of corporate earnings as a potential driver of market performance. Will the chaos and unpredictability witnessed during the first six months of 2025 prevail in the months ahead? Listen in to our episode for all this and more. Intended for Investment Professionals, investors should connect with their financial advisor for more information

Is the greenback currently at an inflection point? Listen in as our Capital Markets Strategy Team weighs in on the U.S. administration’s proposed economic and trade initiatives, including the Mar-a-Lago Accord—a modern echo of the 1985 Plaza Accord. Explore the implications of devaluing the U.S. dollar in today’s global economy and learn more about trade deficits and some of the bold ideas from White House chief economist Stephen Miran. Can the U.S. dollar maintain its reserve currency status? Is multilateral cooperation even possible in today’s geopolitical climate? Tune in to our podcast episode for all this and more

The magnitude of the U.S. administration’s “Liberation Day” tariffs surely caught investors off guard. How did markets react to the news? Will U.S. trade policy reshape global trade dynamics? Join our Co-Chief Investment Strategists Kevin Headland and Macan Nia as they discuss the market’s strong reaction to President Trump’s announcement on April 2. Is this a policy play or part of a deeper structural shift? How will upcoming congressional outreach factor into the evolving economic picture? Stay on top of this rapidly evolving situation—don’t miss out on our new podcast episode.

European equities have recently outpaced their U.S. counterparts, setting the stage for a potential resurgence in overseas markets. Is this the start of a significant rotation into European equities? Join our Co-Chief Investment Strategists, Kevin Headland and Macan Nia, as they underscore the current momentum driving European equities and discuss improvements in European manufacturing. Find out how a significant rise in defense spending across various European countries could help stimulate the economy through infrastructure, logistics, and other support service enhancements. Don't miss this insightful discussion—tune in to our latest podcast episode for all this and more!

Rising tensions, evolving trade policies, and potential tariffs have sparked widespread discussions—even going as far as rallying hockey fans on both sides of the Canada-US border. Are these policies merely a negotiation tactic, or do they signal a shift in North American trade dynamics? Join our Co-Chief Investment Strategists, Kevin Headland and Macan Nia, as they explore the latest trade developments and their potential implications for Canadian investors. In an in-depth conversation with Dominique Lapointe, Global Macro Strategist, Multi-Asset Solutions Team, we zero in on tariffs and trade disputes and examine their potential impact on Canada’s economy. Tune in to our latest episode for insight on this evolving landscape.