Posts by lindsay
Making Sense of AI, Rates and the Trade War
September 19, 2026 — We go beyond the headlines on AI doomsday fears, rising interest rates and Canada’s response to the trade war and look at what it all means for you.
The Real Economy Supercycle -Part Two
September 12, 2026 — Unpacking the big idea behind the Real Economy Supercycle, the bigger forces at play and how we’re positioning for a changing world.
The Real Economy Supercycle
September 5, 2026 — The opportunities we see across power, infrastructure, defence and resources, and how we’re positioning for what comes next.
Economic Nationalism
August 29, 2026 — What the latest tariffs could mean for markets and our portfolio, and the growing importance of Canada’s natural resources in a changing world.
How to Think About AI
August 22, 2026 — Understanding the risks, opportunities and what is becoming more valuable as AI reshapes markets, businesses and the economy.