The Price perspective

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

AI has propelled a “magnificent few” to trade at extremely rich valuation multiples. While a soaring S&P 500 price-to-earnings multiple by itself won’t define the limits of the market advance, when combined with optimistic / complacent investor sentiment...

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Find out three ways U.S. debt can affect Canada.

Find out what’s in store for equity markets, bonds and more.