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Economy
Economy
As constraints rise, portfolio construction pivots to resilience
43:17
With: Setanta Asset Management
Challenge for 2026: balance resilience and opportunism
43:17
With: Setanta Asset Management
‘Tis the season for tax loss harvesting
43:17
With: Setanta Asset Management
Next year’s USMCA renegotiations are ‘fork in the road’ for Canada
43:17
With: Setanta Asset Management
Macro factors lining up nicely for investment in real assets
43:17
With: Setanta Asset Management
Investment community seeking clarity in Carney’s first budget
43:17
With: Setanta Asset Management
Global uncertainty brings elevated risk of recession
43:17
With: Setanta Asset Management
The real risk of volatility is in investor overreaction
43:17
With: Setanta Asset Management
Signs point to U.S. economic slowdown in second half
43:17
With: Setanta Asset Management
Business-friendlier Ottawa bodes well for GDP growth
43:17
With: Setanta Asset Management
Passive investing offers easy access to markets … but at what cost?
43:17
With: Setanta Asset Management
What investors want to hear in election’s wake
43:17
With: Setanta Asset Management
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