Category: Commentaries

Tariffs & trade – it’s time for Canada to break the glass It’s been a week…! The Trump Turnaround • Two days after announcing plans to impose hefty tariffs on Canadian imports, the US administration then blinked • Whether the decision to...

Beyond 60/40: The Case for Private Market Investments in the Modern Balanced Portfolio The 60/40 portfolio, allocating 60% to equities and 40% to fixed income, has long been a cornerstone of investment strategy, particularly for those seeking a balance between...

The U.S. Canada Trade War Begins   Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the recent tariffs and potential trade war between Canada and the U.S. • President Donald Trump followed through on his hardline stance to enact...

Tariffs and Trade Wars: The Ultimate Zero Sum Game Background On November 25th, President-elect Donald Trump announced on social media that as one of his first executive orders, he would impose a 25% tariff on all products imported into the...

2025 Market Outlook – growing optimism despite policy fog. Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the themes that influenced the markets in 2024 and offers her insights on what to expect in 2025. https://vimeo.com/1040529318/a33f22773e 2024 was...

Will 2025 be a “Golden Vintage” for Private Markets? Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on how lower interest rates will impact private market investments. Finally, at long last, the era of “higher for longer” seems to...

How low can Canada’s rates go? In the latest update from Christine Tessier, Chief Investment Officer of Harbourfront Wealth, she says goodbye to Q1, takes stock of key economic indicators, and provides an update on our economic outlook. • We continue...

Stumbling towards a mild recession? “Despite an optimistic equity market and headline numbers showing resilience, underlying economic trends show a mixed picture. The economy may stumble into a mild recession. Inflation has sufficiently dropped as to finally merit rate cuts...

Staying Afloat in a Sea of Contradictions Coming off the December 2023 market euphoria, January 2024 market returns were considerably more muted and decidedly mixed across regions and asset classes. Canadian and US markets continued to reflect mixed views on...

2024 Global Economic Outlook The month of January is named after Janus, the Roman god of new beginnings, who looks into the past and into the future. As timeless as New Year’s resolutions, January signals this transition, accompanied by a...