Blog

March update The Markets (as of close February 27, 2026) The TSX is up 8.1% in February and 8.8% year to date The S&P is down 0.4% in February and up 0.9% year to date The NASDAQ is down 2.5% in February and down 1.6% year to date As information becomes...

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

February update The Markets (as of close January 31, 2026) The TSX is up 0.66% in January and year to date The S&P is up 1.37% in January and year to date The NASDAQ is up 3.25% in January and year to date From Portfolio Advisory Group (from January 30...

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.