October 2025
The GAA team reviews how market dynamics are influencing portfolio positioning and why they believe Canada may be reaching an infleciton point.
September 2025
With no simple solutions to stabilizing debt and policymakers facing complex financial-market challenges, investors may need to reconsider their approach to diversification across asset classes, geographies, and strategies.
June 2025
After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.
April 2025
Where Canadian investors were once restricted, they’ve been spurred on to draw down their exposure to Canadian assets, in part due to strong U.S. investment performance, a volatile interest rate environment and acute macroeconomic headwinds faced by the Canadian economy.
March 2025
Elbows have gone up in Canada and abroad in response to the dramatic change in the US policy environment. Markets have likewise become irritable. As investors, we must not overreact to the flow of breathless and often contradictory headlines. But it is also important not to underreact.
January 2025
Discover the basics of target date strategies in this insightful video. Learn about the fundamentals, explore the potential benefits, and gain practical tips for choosing the right strategy to align with your financial goals.
May 2024
How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.
November 2023
Asset returns in general over the next 20 years are expected to be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.
August 2023
An effective target date strategy requires a glide path that provides diversification, embraces participants’ long-term investment horizons, and is supported by an adaptive investment process
February 2023
Potential paths of equity performance in inflationary periods.
