Our Thoughts

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?...

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

Markets closed November strong—S&P 500 at 6,849 and TSX at 31,382—defying negative headlines. The real story? AI growth is accelerating, not hype. Demand for compute power is outpacing supply, creating structural investment opportunities....

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

October brought drama from Washington to Wall Street – and a thrilling World Series run from the Jays. Our latest market snapshot breaks down the headlines and what they mean for investors....