Our Thoughts

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....

July closed with the S&P 500 at 6,339 and the TSX at 27,218, both hitting fresh all-time highs. Trade deals are rolling in, corporate earnings are beating expectations, and even central banks are holding steady....