What investors can expect in 2025
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
Top Stories in Insight
Letter: A déjà vu moment for bank sales practices
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
- By: Harvey Naglie
- December 5, 2024 December 5, 2024
- 17:21
Letter: OSC’s proposed disgorgement provisions are unfair and inadequate
A better solution is to start a compensation fund, writes lawyer Joseph Groia
- By: Joseph Groia, with Sabrina Heaman
- December 3, 2024 December 3, 2024
- 13:15
Help your client sell their beneficial interest in an estate
Here’s your helpful guide to advising clients on a complex estate sales process
- By: Michael Kulbak
- November 18, 2024 November 18, 2024
- 16:00
Letter: A case for rethinking investor education
Behavioural design is no silver bullet, writes Harvey Naglie
- By: Harvey Naglie
- November 18, 2024 November 18, 2024
- 11:28
It’s time to re-evaluate U.S. equities allocation
High valuations and market concentration are headwinds for future returns
- By: Michael Nairne
- November 13, 2024 November 18, 2024
- 16:00
Enhancing portfolio construction with factor investing
The strategy provides a low-cost method to pursue superior returns over the long run
- By: Michael Nairne
- September 23, 2024 September 23, 2024
- 16:00
In both estate administration and angling, it pays to prepare for the unexpected
Financial advisors can address property challenges, encourage clarity in wills
- By: Michael Kulbak
- August 20, 2024 August 15, 2024
- 16:00
Investable themes for 2024’s second half
Capitalize on opportunities in bonds, the energy transition and innovation
- By: Lesley Marks
- June 26, 2024 June 26, 2024
- 16:00
Understand these less familiar estate-related tax returns
Optional returns may reduce or eliminate your client’s taxes
- By: Michael Kulbak
- June 12, 2024 June 12, 2024
- 11:44
How AI will accelerate the energy transition
Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities
- By: John Cook
- May 15, 2024 May 15, 2024
- 16:00
Proposed increase to capital gains tax requires action
Here are seven steps for advisors
- By: Michael Nairne
- May 8, 2024 May 9, 2024
- 15:22
Editorials
Bare trust debacle makes fools of the law-abiding
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
- By: IE Staff
- March 29, 2024 March 29, 2024
- 12:38
Guardian Capital acquires majority of Ontario investment counselling firm
CEO Ken Rae sells his stake but stays on as key leader
- By: Greg Meckbach
- June 28, 2022 June 28, 2022
- 10:02
Pharmacare a promise Trudeau might come to regret
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
- By: Gord McIntosh
- June 16, 2021 August 17, 2021
- 17:22
Central banks walking a tightrope
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
- By: Steve Locke
- March 28, 2024 March 28, 2024
- 15:00
Unlocking tax alpha in client portfolios
These five strategies enhance tax efficiency in non-registered accounts
- By: Robert Wilson
- March 20, 2024 March 20, 2024
- 15:00
How your clients can benefit from the transition in private equity
The time is ripe for investors to add these funds to their portfolios
- By: Allan Seychuk
- March 6, 2024 March 6, 2024
- 16:15
Letter: Misleading sales pitches impede investor decisions
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
- By: John De Goey
- January 29, 2024 January 29, 2024
- 10:02
Letter: Ontario’s title protection framework is long overdue
Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
- By: Huston Loke
- September 23, 2022 September 23, 2022
- 10:22
Letter: Policy implementation shouldn’t be a partisan issue
Cited risks from collaboration with industry are unfounded, writes Paul Bourque
- By: Paul Bourque
- September 7, 2022 September 7, 2022
- 10:42