Key Takeaways November 2025 Markets at New Highs, But Leadership Is Narrow North American equities hit new highs on cooler inflation and resilient Q3 earnings, but gains are increasingly concentrated in select sectors and mega-cap names. Day-to-day moves are being driven more by central bank messaging than the rate cuts themselves. Index Scorecard (YTD Snapshot) […]
Key Takeaways U.S. Market Leadership Canadian Market Momentum Index Performance (YTD) (September 25th , 2025) Valuation Concerns Fed Chair Powell’s Caution Technical Indicators Small-Cap Risks Central Bank Shifts Labour Market Cooling U.S. Canada Inflation & Policy Outlook Portfolio Positioning Final Thoughts
https://vimeo.com/1111666187 Key Takeaways – August 2025 Market Overview U.S. markets up ~9% YTD, led by a handful of mega-cap tech names (~35% of S&P 500’s value). TSX up ~12.5% YTD, driven by financials and energy; potential BoC cut in September could provide...
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).