Category: Commentaries

Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the economic and political developments that influenced 2025 and offers her insights on what to expect going into 2026.

Private market investments aren’t “hiding” risk, they’re valuing it differently.

Artificial intelligence (“AI”) has rapidly evolved from niche applications - like virtual assistants and recommendation engines - to a transformative force reshaping industries and society.

Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the economic and political developments that influenced the third quarter of 2025 and offers her insights on what to expect going forward.

Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the economic and political developments that influenced the second quarter of 2025 and offers her insights on what to expect going forward.

In a joint statement released on Monday, the United States and China tapped the brakes on their trade war, agreeing to significantly reduce mutually imposed tariffs for 90 days. This agreement represents a massive concession for two global superpowers who...

Harbourfront’s Chief Investment Officer, Theresa Shutt, shares her perspective on the themes that influenced the first quarter of 2025 and offers her insights on what to expect going forward.

Fasten your Seatbelt By Theresa Shutt, CFA, CIO Executive Summary • Following Trump’s announcement to impose steep tariffs across the world, global stock markets posted record losses and recessionary fears returned • This strategy has been designed not as a tool of...

Navigating Current Market Turmoil By David Ferreira, CFA, Portfolio Manager Recent market swings have investors glued to the headlines, with both Canadian and Global markets experiencing drawdowns, with some entering correction territory (a drop of over 10% from its recent...

Tariff Table Tennis Continues • The situation is evolving quickly: Tariff negotiations continue to evolve as Canada, Mexico and others continue to negotiate behind closed doors to prevent an all out trade war. Tariffs on some goods, including USMCA-compliant goods and...