Many of our clients tell us that today’s investment landscape feels more complex and uncertain than ever – and we agree. The dynamics that once made investing appear straightforward have shifted materially. For decades, portfolios benefited from a tailwind of falling interest rates, abundant liquidity, and steadily rising equity markets, particularly in the U.S. That backdrop is changing. Investors today must contend with a new set of macroeconomic headwinds, and an expanding universe of private and alternative asset classes that command institutional-grade expertise and access.

In early March, Forthlane was proud to sponsor Foundation Investment Canada’s 23rd Annual Foundation, Endowment & Not-for-Profit Summit. Anthony Berg, Rob Vanderhooft, and Vanessa Hui led a discussion on how the Outsourced Chief…

In this video, Forthlane’s Co-Chief Investment Officer, Robert Vanderhooft, and Portfolio Manager, Andrew Sarna, unpack the headlines that have shaped the first quarter of 2025, explore the current macroeconomic environment, and share how Forthlane…

In this interview with Canadian Family Offices , our Co-Chief Operating Officer, Martha Simmons, explores the vital role of female representation in wealth management. She discusses how diverse perspectives lead to stronger decision-making and why it’s…