Portfolio Commentary – October 2025
October delivered mixed results across key holdings, with tech-linked names showing strength while others faced short-term sector pressures.
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Portfolio Commentary – September 2025
Markets advanced in September, led by technology and infrastructure sectors, while energy softened amid falling oil prices.
Portfolio Commentary – August 2025
Markets delivered robust returns in August, fueled by expectations of rate cuts, strong earnings, and sector-specific gains, though labor market softness remains a factor to watch.
Portfolio Commentary – July 2025
July delivered solid gains across North American and European equity markets, supported by strong job data in Canada and positive trade developments between the U.S., EU, and Japan. While Canada’s housing market faces prolonged weakness, milestones in LNG exports and growing adoption of stablecoins point to new growth opportunities ahead.