Our experts foresee imminent prime rate cuts. To remain vigilant about the potential implications of these cuts, let’s examine the connections between the business cycle and inflation, as well as 3 possible effects of these cuts on your clients’ savings and the opportunities resulting from them.
May 28, 2024
Topic: Portfolio Managers
We are pleased to share some exciting news about the Loomis Sayles Global Allocation Team.
May 23, 2024
Topic: Savings
In the next few days, some of you will be receiving a survey by email from the external firm Ad hoc research.
May 17, 2024
Topic: Savings
Looking for a quick and easy way to increase your clients’ savings, protect their financial future and reach your sales goals faster? Nearly 90% of those who contribute to a savings plan using a pre-authorized debit (PAD) have not increased their contributions since at least 20211.
May 16, 2024
Topic: Insurance
Good news! As part of our continuous improvement efforts, we have revised and enhanced our participating account explanatory and overview documents.
May 15, 2024
Topic: Savings
New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.
May 14, 2024
Topic: Portfolio Managers
Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.
May 9, 2024
Topic: Economic news
Do you or your clients have questions concerning the impact of the measures presented in the 2024 federal budget?
May 8, 2024
Topic: Economic news
To say that global monetary policies have been coordinated since 2020 is an understatement. Looking toward the remainder of the year, we see that this coordinated behaviour is about to end.
May 7, 2024
Topic: Portfolio Managers
For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.