Portfolio Commentary – March 2026
March reflected a more mixed market environment, with strength in energy supported by solid fundamentals and capital discipline, while consumer
Market and Investment Insights
Portfolio Commentary – February 2026
February reflected a more cautious market environment driven by concerns around AI…
Portfolio Commentary – January 2026
In January, asset prices experienced moderate gains across regions, driven by rising, though volatile, commodity prices amid continued global tensions.
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.
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.