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.
Our June 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Our May 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Our April 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Our March 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.