Our Thoughts

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....

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

July offered no shortage of reasons for investors to lose focus, yet markets largely refused to take the bait....

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

Markets climbed another wall of worry in June. Record highs for the TSX, the strongest quarter for the S&P 500 since 2020, and plenty of headlines that suggested otherwise....

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

April rebuilt confidence. May took it for a walk. Fresh highs in the S&P 500, steady gains in Canada, and a market that kept moving forward—even as headlines tried to slow it down....

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