Portfolio Commentary – December 2025
December capped off a year marked by aggressive AI investment, resilient valuations, and strong earnings that continued to offset broader economic headwinds.
Market and Investment Insights
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.
Portfolio Commentary – May 2025
Our May 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – April 2025
Our April 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – March 2025
Our March 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.