Our Thoughts

October took investors from record highs to a technology-led reversal. Questions around AI valuations, interest rates and rising energy prices drove volatility, highlighting a divide between U.S. technology stocks and Canada’s resource-heavy market....

Canada’s investment story may be changing. Rob Kavcic, Senior Economist and Director of Global Markets at BMO, joins us to discuss productivity, infrastructure, private investment and where opportunities could emerge for investors in the years ahead....

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

Higher bond yields rattled markets, but the bigger story wasn't economic weakness. It was an economy proving stronger than expected, forcing investors to rethink how long interest rates may remain elevated....

Despite strong fundamentals and long-term growth drivers, medical technology continues to trade at a discount to the broader market. Vik Chopra explains why that disconnect may create opportunities for investors....

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

In August, tariffs seemed to appear and disappear with the regularity of summer thunderstorms. Rising bond yields, Middle East tensions, and trade negotiations between Canada and the U.S. dominated the headlines....

John Gibson, CFA, discusses the trends driving opportunity across Canadian industrial and energy service companies, including data centres, infrastructure and energy security. He also highlights areas he believes remain underappreciated b...

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