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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Global bond markets aren't pricing a fiscal crisis; they're pricing a new rate cycle, a distinction that should anchor how portfolios are positioned.
Stocks continued to climb to record highs this week and it appears that bullish momentum may propel stocks higher next week.
When it comes to assessing value across various fixed income credit markets, we believe the big picture is essential. For the Full Discretion team, the big picture means analyzing where we are in t...
Monthly Hedge Fund Update – August 2026
How artificial intelligence, technology leadership, and record index concentration are reshaping emerging market equities—and the implications for portfolio construction.
The airline insurance market continues to be relatively benign in the main, but with the potential to change quickly if conditions evolve.
Faith-based investing is evolving, helping investors align portfolios with religious values while pursuing diversified, disciplined and institutionally robust long-term investment outcomes.
AGF Investments portfolio manager Mike Archibald highlights how more foreign investment could positively impact Canada's economy in the medium term.
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