Our Thoughts

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....

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....

Tariffs, shifting capital flows, and undervalued mid-cap names — we cover it all in our latest conversation with Jeremy McCrea, one of Canada’s top oil & gas analysts. Don’t miss this timely update on where opportunity lies in Canadian energy...

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