Consider how global mega forces are impacting portfolios
US equities broaden beyond Tech as AI volatility rises. Russell indices show rotation to small caps and value stocks.
–36% decline in total shareholder proposals for S&P 1500 companies in 2025 41% rate of support for shareholder proposals on governance i...
From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and w...
Canada’s investment landscape is often defined by the S&P/TSX 60, the benchmark that comprises the nation’s largest companies. These larger-cap companies—predominantly Financials and Energy firms—t...
Electricity demand is growing after years of stagnation, driven by electrification, reindustrialisation, and artificial intelligence, which are outpacing infrastructure expansion.
As policy uncertainty recedes, the focus returns to capital deployment. The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development. A...
An overview of how environmental, social, and governance factors can potentially affect company performance and investment considerations.
What new risks emerge when AI systems can independently plan, reason and take actions to achieve complex goals with minimal human oversight?
Our engagements have identified robust AI governance structures and processes whose adoption could help mitigate financially material AI-related risks.
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