Insights
Thinking you can use at the board table.
Research, commentary and letters on economics, investment strategy and governance.
Research & commentary
Published work.
Fraser Institute studyNov 21, 2025
Increasing Competition and Efficiency in Canadian Banking Services
Co-authored with Lawrence L. Schembri, former Deputy Governor of the Bank of Canada.
Read (opens in a new tab)Canadian Investment ReviewFeb 11, 2026Economic, political uncertainty shaping pension sector’s 2026 priorities
Expert panel contribution on what pension investors should prioritize.
Read (opens in a new tab)Fraser Institute commentaryDec 5, 2025To increase competition in Canadian banking, mandate and mindset of bank regulators must change
With Lawrence L. Schembri.
Read (opens in a new tab)C.D. Howe Institute memoMay 28, 2020Whither Inflation When Supply Chains Come Home?
An Intelligence Memo on reshoring and inflation.
Read (opens in a new tab)Letters & notes
The library.
- Sep 16, 2026Higher Real Interest RatesAndrew’s SubstackREAD (opens in a new tab)
- Aug 28, 2026Long-Run Growth and GPTsAndrew’s SubstackREAD (opens in a new tab)
- Aug 5, 2026Does Inflation Targeting Square with the Chair’s Disposition?Andrew’s SubstackREAD (opens in a new tab)
- Jun 21, 2026There’s a New Sheriff in TownAndrew’s SubstackREAD (opens in a new tab)
- May 29, 2026Beware the Bond VigilantesAndrew’s SubstackREAD (opens in a new tab)
- May 22, 2026AI and the End of WorkAndrew’s SubstackREAD (opens in a new tab)
- Sept 2021Governance & Predictable SurprisesThe Investment MonthlyPDF (opens in a new tab)
- Mar 2021Doing Good & Doing Well: Social Impact InvestingThe Investment MonthlyPDF (opens in a new tab)
- Feb 2021Radical Uncertainty: Banishing GIGOThe Investment MonthlyPDF (opens in a new tab)
- Jan 2021Birds of a Feather: Foundations and PoolingThe Investment MonthlyPDF (opens in a new tab)
- Dec 2020Who’s Your OCIO?The Investment MonthlyPDF (opens in a new tab)
- Nov 2020Do You Know What Your Investment Committee Is Doing?The Investment MonthlyPDF (opens in a new tab)
- May 2022Get Used to Average Inflation of 4%Economic NotesPDF (opens in a new tab)
- Nov 2021An Inflation Home Run?Economic NotesPDF (opens in a new tab)
- Nov 2021Relative Price Change or Inflation?Economic NotesPDF (opens in a new tab)
- Oct 2021Tapped by the Invisible HandEconomic NotesPDF (opens in a new tab)
- Aug 2020Post-Pandemic Outlook & Investment StrategyPresentationPDF (opens in a new tab)
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