Our Thoughts

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...

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...