Our Latest Newsletter
Once again in Q2, a concentrated group of technology focused companies continued to achieve new highs and reward their investors with outstanding returns. That said, the rest of the market, in aggregate, delivered a respectable gain (albeit single digits as opposed to the double-digit return turned in by the AI fueled tech sector).
Key Insights:
- Tamer inflation takes pressure off central bankers
- Bank of Canada lowers rates twice, Fed expected to follow suit
- Equity market rally broadens beyond the Magnificent 7
- Gold achieves new all time high
- Attention-grabbing US politics still not a major factor for markets
Please find our full newsletter below.
