Our Thoughts

Our outlook on the markets from our October 2025 market commentary...

Our latest conversation with Economist Rob Kavcic dives into USMCA tariff negotiations, pro-growth fiscal policies in the upcoming federal budget, the housing market dynamics and Canadian dollar trends amid monetary policy shifts....

October brought drama from Washington to Wall Street – and a thrilling World Series run from the Jays. Our latest market snapshot breaks down the headlines and what they mean for investors....

Our outlook on the markets from our September 2025 market commentary...

September saw the Fed and Bank of Canada cut rates—and investors didn’t flinch. The S&P 500 climbed. The TSX surged. Earnings held strong. Is this the top? Not quite. It might just be the foothill before the next climb....

What’s next for healthcare, pharmaceuticals, and biopharma? We sat down with Evan to explore key themes driving pharma today, breakthroughs in biopharma innovation and policy and pricing headwinds shaping the sector...

Our outlook on the markets from our August 2025 market commentary...

August gave us everything: Fed drama, geopolitical curveballs, and a tech titan that beat expectations—yet still sold off. Here’s what really happened and why fundamentals still matter....

Our outlook on the markets from our July 2025 market commentary...

We welcome John Gibson for his 3rd visit to discuss Industrials and Canadian Energy Services. From hidden value plays to how tariffs are reshaping fundamentals across his coverage, John walks us through where the smartest money is flowing right now....