Sep 30, 2025 | Rebalance Summary
Strategy Dashboard Rebalance Summary Q4 2025 View & Download PDF Version Donald Trump’s former adviser Steve Bannon once described the president’s media strategy as “flooding the zone” — saturating the airwaves with announcements, provocations, and reversals to...
Jun 24, 2025 | Rebalance Summary
Strategy Dashboard Rebalance Summary Q3 2025 View & Download PDF Version Should investors buy or sell America? Markets can’t seem to decide. But “sell America” chatter is back after Moody’s Ratings stripped the American government of its AAA rating, wagging a...
Mar 26, 2025 | Rebalance Summary
Strategy Dashboard Rebalance Summary Q2 2025 View & Download PDF Version In the weeks leading up to Donald Trump’s re-inauguration as US president, investors were well-versed in the playbook for the next 4 years. Free trade? Out. Protectionism? In. Regulation and...
Jan 8, 2025 | Rebalance Summary
Strategy Dashboard Rebalance Summary Q1 2025 View & Download PDF Version Despite a lackluster December, 2024 was a stellar year for global equities. Annual returns registered in the double digits for North America, Europe, Asia and emerging markets in Canadian...
Oct 1, 2024 | Rebalance Summary
Strategy Dashboard: Rebalance Summary Q4 2024 View & Download PDF Version Market dynamics are shifting. Conflicting signals are everywhere. But we shouldn’t be surprised by this. Contradictory trends are typical during investment leadership changes as the markets...
Jun 26, 2024 | Rebalance Summary
Strategy Dashboard: Rebalance Summary Q3 2024 View & Download PDF Version Money is in motion, as investors scramble to discern and align with the new macro environment. The secular stagnation era of the 2010s — defined by disinflation and low rates and driven by...
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