Insights · Newsletter
A monthly round-up of what our team is reading, researching, and thinking about.
Happy Halloween! 🎃 As October draws to a close and the ghosts of market fears and global uncertainty linger, this month’s issue of Invested proves that not everything goes bump in the night. From resilient markets that refuse to be spooked by inflation or tariffs, to a new era of philanthropy risin
Good morning! This month’s Invested spans markets, philanthropy, and strategy. Highlights include Fed independence risks, commodities’ potential super cycle, and Canadian equities’ sweet spot. The Viewpoint Foundation spotlights the psychology of high-control systems, while we also explore governanc
Good morning! This month’s issue of Invested is packed with insights, from being featured by the Calgary Chamber, to tariffs and commodities, to warnings about Canada’s capital drain. Plus, we explore the psychology of conspiracy theories. Curious what it all means for investors and families? Find o
Good morning! Dive into this month’s Invested newsletter for the latest trends and insights—from surging precious metals and MAGA’s mounting cognitive dissonance to a sobering reality check on alternative investments. We also explore shifting markets, ETF momentum, inflation signals, and surprising
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! From gold-fueled market highs in Canada to shifting sentiment on Big Tech and the mainstreaming of crypto, this month’s newsletter explores the evolving landscape of global investing. We also spotlight the eth
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! This month, we explore the psychological and economic forces shaping our world—from shrinking U.S. beef supplies just as grilling season begins, to a growing global retreat from U.S. assets, and the mounting p
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! This month’s edition spans leadership insights, market disruption, and our shared responsibility to the planet. Viewpoint Chair Mac Van Wielingen reflects on legacy and risk on The Trevor Rose Podcast, while g
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! From geopolitical shifts to commodity surges and evolving leadership in philanthropy, this month’s newsletter explores the forces shaping markets, policy, and purpose-driven capital. Inside, we spotlight the g
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we examine the growing trend of news avoidance and the ripple effects of Trump’s tariffs on currency trading, stocks, and Canadian banks. Plus, we explore AI spending surges, key family office s
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we explore key forces shaping financial markets in 2025, featuring expert insights from Viewpoint Chief Investment Officer Scott Smith. Additionally, we examine the intersection of urban design,
Good morning! As 2024 wraps up, this month’s Invested newsletter highlights Viewpoint Foundation’s community-driven initiatives in mental health, financial literacy, and the arts. We also explore market trends like rising coffee and cocoa prices, climate-driven chili changes, and expert investment i
Good morning! Discover the latest trends and insights in this month’s Invested newsletter! In this issue, we focus on the ripple effects of the recent U.S. election and Donald Trump’s return to the presidency. From sweeping tariffs and pro-growth energy policies to their implications for global mark