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Seeking Returns Regardless of Main Asset Classes

Investors often assess their investments’ returns by comparing them to major indexes. However, to diversify their portfolios, some of them may also resort to an absolute return strategy, which aims to generate returns irrespective of market conditions.
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Valuing Water - An Increasing Investor Imperative

While societies and economies depend on access to freshwater systems to thrive, an estimated one quarter of the global population faces extremely high water stress.
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Unravelling the Effects of Artificial Intelligence on Investing

Saying that artificial intelligence (AI) has become ubiquitous in 2024 is akin to stating the obvious. While the feats and imperfections of ChatGPT fuelled coffee machine chatter a year ago, generative AI has rapidly risen to prominence as a major concern.
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Fed Shrugging Off Recent Price Shocks

On March 20, 2024, the United States Federal Reserve held its policy rate unchanged at a target range of 5.25-5.5%.
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Infrastructure Bonds, a Hidden Gem in the Fixed Income Market

They are among the unsung heroes of the financial world. And yet, infrastructure bonds are at the heart of economic development, used for projects as varied as airport expansion, hospital construction and energy network expansion.
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Building Momentum: our Sustainable Investing Roadmap

To actively contribute to positive change, we proudly support various sustainable investing initiatives, frameworks, and statements.
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Economic Outlook: Canada and the United States Under the Spotlight

Amid the battle against inflation, concerns over a looming recession and geopolitical events, 2023 featured issues both concerning and complex.
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2022 Impact Report: Harnessing Impactful Investments for a Sustainable Future

In a world where investment choices resonate far beyond financial returns, we proudly present the 2022 Impact Report of our Addenda Impact Fixed Income Pooled Fund.
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Making Sense of Trends in the Preferred Shares Market

Recent market conditions have been a challenge for preferred shares, shaken by the tightening of monetary policy that began in 2022 and the recent changes to the dividend tax code for Canadian companies.
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Our Approach to Proxy Voting and Company Engagement

Company engagement and proxy voting are some of the tools we use to understand the challenges and opportunities of the companies whose securities we own on behalf of clients.
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