Our Thoughts

The worry hasn’t left, but the support has arrived. Earnings remain solid, stimulus is meaningful, and long term capital is re engaging. The backdrop is complex, but the foundations are firmer than the headlines suggest....

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

March reminded investors that shocks happen fast, but opportunities often follow. Volatility late in the month gave us room to lean into areas aligned with late cycle resilience....

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....

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

Volatility showed up early in 2026. Markets handled it better than the headlines suggested....

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

Markets defied the headlines. Find out how the TSX and S&P 500 powered through uncertainty to finish 2025 on a high! Momentum is building for 2026… are you ready?...