Jul 29, 2020
The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool.”
Jul 15, 2020
A review of the quarter: a significant rebound in markets, the potential impacts of continuous monetary and fiscal stimulus, and deglobalization.
Jul 3, 2020
Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.