Bi-Weekly Update

January 30, 2026 |Brenda Miller
Happy Friday from Brenda Miller Family Wealth! Ontario has certainly kept us on our toes with its weather lately! From fluctuating temperatures to unpredictable conditions, it's been quite the winter so far. We hope you're staying warm and safe as we...
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PAG Bi-Weekly Update

January 30, 2026 |Brenda Miller
A range of developments continues to shape the investment landscape, with potential implications for the macro outlook. We discuss recent corporate earnings updates, monetary policy, and U.S. political risk in more detail below. Corporate earnings in...
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Davos ’26: Making sense of a new world order

January 28, 2026 |John Stackhouse
The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including 850 CEOs, 80 tech billionaires and founders, hundreds of ministers and 65 heads of government spent the week hearing...
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The “Great Narrowing”: S&P 500 concentration

January 23, 2026 |Tyler Frawley, CFA

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.

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Beyond the forecast: Six themes for Canada’s economy in 2026

January 21, 2026 |RBC Economics
A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked to sever parts of its economic relationship. And yet, Canada’s economy did not collapse. There were no two quarters of...
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Bi-Weekly Update

January 16, 2026 |Brenda Miller
Happy Friday from Brenda Miller Family Wealth! Welcome to our first newsletter for 2026! As we embark on 2026, our team is all hands-on deck to support your financial goals. Here’s what is on our mind this season: In our Bi-Weekly Client Letter, I (Brenda)...
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PAG Bi-Weekly Update

January 16, 2026 |Brenda Miller
Markets have entered the new year digesting a steady stream of headlines, underscoring the importance of staying focused on fundamentals. We discuss geopolitics, corporate earnings, and monetary policy in more detail below. Geopolitical Flashpoints The...
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Setting the stage for a sustainable Chinese equity rally

January 16, 2026 |Jasmine Duan

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.

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U.S. equity returns in 2025: Record-breaking resilience

January 08, 2026 |Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

January 07, 2026 |RBC Family Office Services
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability. Beyond the end of the year, however, there are some areas of tax planning that often get overlooked. For example, there...
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