Our Thoughts

"Acute uncertainty" is shaping today's fixed income market but what does that actually mean? With higher yields, tight credit spreads and a growing Canada/U.S. divide, Darcy Briggs shares where he's finding value and what to watch next....

Our outlook on the markets from our February 2026 market commentary...

Markets finished February with plenty of movement beneath the surface. While the S&P 500 drifted lower, the TSX surged on renewed leadership from Energy and Materials, underscoring a clear shift away from last cycle’s growth darlings....

In our latest Analyst Series, newly appointed Chief Equity Strategist, Francois Trahan, shares why global stimulus may continue to support equities in 2026. We also discuss geopolitical volatility, precious metals and the outlook for the U.S. dollar....