Section
Taxation
13 posts
What Today’s Investors Are Really Thinking—and Why Advisors Matter More Than Ever
After a couple of years of blockbuster returns and a stock market that seemed to do no wrong,…
July 13, 2025
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
"Impossible but Inevitable": What the 'One Big Beautiful Bill' Means for Markets and Foreign Investment
In the latest episode of The Open Outcry1, BMO Global Asset Management's Head of ETF & Alternatives Strategy,…
June 21, 2025
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute US policy uncertainties have rattled…
March 17, 2025
Lowering the Impact of 2024 Capital Gains taxes
CE Webinar - IIROC: 0.5 (PD) Cycle 10 - Joseph Micallef of KPMG examines the use of Flow-Through investments to help investors offset 2024 capital gains.
September 5, 2024
The View From Canada
by Carl Tannenbaum, Chief Economist, Northern Trust Risks to the global outlook are ever-present and ever-changing. Editor’s Note:…
July 28, 2024
Wesbury: Replacing Taxes with Tariffs
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
June 17, 2024
Fiscal Madness
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
September 5, 2023
GS: What if? S&P 500 outcomes if inflation, interest rates, and tax reform deviate from our base-case forecast
by David Kostin, and team, Goldman Sachs Halfway through the year, the S&P 500 stands just 1% below…
June 28, 2021
Webcast Replay – Federal Budget 2018: What you need to know
Watch now! Yesterday, Fidelity Investment Canada's tax and retirement experts, Peter Bowen and Marlena Pospiech conducted a live…
March 1, 2018
Taxes are a Bigger Issue than Fees
by Cullen Roche, Pragmatic Capitalism I really liked this post by Morgan Housel on the Hierarchy of Investor…
July 14, 2015
IceCap Asset Management: 'Super Taxes' And Why Elvis Has Left The Building
It’s no secret by now that governments in Europe, Japan and America have spent and borrowed beyond their…
November 6, 2013