Diversify this. Protecting capital from the downside of asset bubbles requires more than just different equity marketing ...

Many affluent retail investors were drawn to the space by the high dividends on offer, with annualised total returns eclipsing 8 per cent over the past decade, according to S&P Global. The recent cuts ...

Macro shocks are a constant throughout time. The market impact is often dramatic in the short-term. Longer-term, outcomes vary depending on the level of optimism that was priced in when the shock hits ...

Distributions as a percentage of net asset value remained at 14% last year — the second-lowest level since the depths of the 2008 financial crisis, according to a new report from Bain & Co. And the ...

Recently, more analysts and industry experts have been sounding this alarm. CIBC economists published a report last week noting that “the decline in homebuilding and falling home prices have ‘clear ...

Real estate busts tend to be slow-moving, and then suddenly, all at once. Eight years after the US commercial market peak, the price discovery in current sales is wiping out years of prior price ...

The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be ...

Housing mean reversion is hurting jobs and economic activity. A building industry association says 100-thousand jobs in construction and related sectors are at risk. As Alan Carter reports, the ...

Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become ...

We should all work and hope for new trade relationships, new business lines and lots of innovation to bring seen and unforeseen solutions. But in the here and now, Canada is in a complacency-earned ...