Rate hikes by the Reserve Bank of Australia have led some analysts to wonder if the Bank of Canada will be soon following suit. David A. Rosenberg, Chief Economist & Strategist at Gluskin Sheff, is not one of them.

With the Canadian dollar rocketing upward by 25% against the U.S. dollar since March, the benefits of foreign diversification are to be had with less gnashing of teeth. That is, if a long-term Canadian investor were to begin diversifying outside the country now, their U.S. assets will likely spend more ...

It's A Bird, It's A Plane, It's Superman! No wait…. it’s the loonie, a.k.a. the Canadian dollar. It’s closing in on parity with the U.S. dollar and by the looks of it, might blow past this psychologically important milestone before you finish reading this post. 

Transat A.T. is Canada’s largest travel tour operator. It stands to benefit from a higher Canadian dollar (makes trips to foreign destinations cheaper, thereby increasing demand for travel/vacation packages outside of the country).

If you are Canadian, U.S. real estate is in the bargain bin even more than it is for U.S. citizens. Not only have prices for U.S. houses fallen 30% to 60% (depending on the city) from peak levels, but the Canadian dollar is strong and gaining on the U.S. dollar. ...

Insiders are buying at infrastructure firms. That bit of news would seem to provide some confirmation for the bullish thesis in 7 reasons to invest in infrastructure.

The C$ drop alters the investing landscape dramatically. The 25% plunge in the loonie since November, 2007 makes foreign diversification less appealing, exporters more attractive and inflationary pressures greater. How so?