Insights
Middle East and AI continue to drive markets – April 2026
Canadian and US Economy: The U.S. economy is slowing but
When Sentiment and Fundamentals Diverge, Something Always Snaps
For all the uncertainty and concerns the US-Iran-Israel war is
March 2026: Markets, Macro & the Road Ahead
March has been a tumultuous month for global markets. The
Cooling Rents, Rising Risks: Housing and Macro Pressures in Canada
Recent data from Rentals.ca has shed light on evolving conditions
Tactical Retreat: Markets Reprice Geopolitics Without a Macro Breakdown
Over the weekend, escalation in hostilities between the U.S., Israel
Valuation Matters Again: Cyclicals Gain as Software Multiples Compress
The start of the year has been marked by heightened
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
Economic Outlook and Portfolio Strategy – Uncertainty Remains High
The second quarter of 2025 has been marked by heightened