Nov 28, 2024
In this episode of the Global Thinking Podcast, host Rob Duncan welcomes Keith Dicker, Founder and Chief Investment Officer at IceCap Asset Management, for an in-depth exploration of the global financial landscape. Keith shares captivating insights from his unique career path, the art of global investing, the power of...
Nov 4, 2024
2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated headlines. While many braced for a looming recession, markets defied expectations with strong returns—leaving many sidelined in cash or GICs, missing out on the upside.
In...
Oct 29, 2024
Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic...
Oct 8, 2024
Over the past year, China has grappled with escalating challenges—from a real estate meltdown to tech crackdowns and slowing growth—leading many investors to deem the country "un-investable." However, recent policy moves from Beijing, including significant interest rate cuts and liquidity injections, may point to a...
Aug 22, 2024
Investors have been pouring into Canadian ETFs at an unprecedented rate in 2024. While cash and US equity ETFs have dominated flows this year, recent trends suggest a shift is underway. Weaker economic data and volatility in Japan have investors worried, while international markets present compelling opportunities.
In...