Author: Patrick Chung
Resilient Growth Meets Repricing: Higher Rate Risks and a Subtle Shift Away From Mega-Caps
The start to the new year has been anything but
From Near-Recession to Remarkable Reversal: Growth and Momentum Define 2025
What began as one of the most unnerving starts to
2025 Year in Review and 2026 Outlook
Virtually every major global equity market index reached multiple record
Valuations at the Edge: What Record CAPE Levels Signal for the Next Decade – December 12, 2025
Valuations at the Edge: What Record CAPE Levels Signal for
U.S. Equities Hit Record Highs on Earnings Growth and AI Momentum – October 27, 2025
U.S. Equities Hit Record Highs on Earnings Growth and AI
Canadian Equities Defy Trade War Pressures – October 20, 2025
Canadian Equities Defy Trade War Pressures Despite renewed trade tensions
Economic Outlook and Portfolio Strategy – September 29, 2025
US Fed Cuts on Jobs Weakness as Growth and Yields
Economic Outlook and Portfolio Strategy – August 22, 2025
US Economic Growth Fueled by Resilient Consumers and AI Investment