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AI Mega Cycle Intact, But With More Volatility
• THE MAGNIFICENT TECH JUNE 5TH SELL-OFF
• AI MEGA-CYCLE INTACT, BUT WITH MORE VOLATILITY
• RISK MULTIPLICITY
• OIL HOLDS NEAR $100 AS TENSIONS PERSIST
• BIOTECH BREAKOUTS AND THE GLP‑1 ARMS RACE
• BITCOIN BREAKS
Outside The Income Box
• OUTSIDE THE INCOME BOX
• THE INFLATION RECESSION DEBATE
• CUSMA RE-NEGOTIATIONS
• DE-BUNKING CONSPIRACY THEORIES
Portfolio Managers’ Brief: April 2026
Inflation Shock Reset the Market Narrative
• Markets absorbed a real, energy-driven inflation shock, not just expectations.
• Higher oil prices are now directly impacting growth forecasts and consumer sentiment.
Money Talks We Listen – March 2026 Macro-Economic Research Report
MIDDLE EAST CONFLICT It’s funny how certain thoughts surface as impactful headlines break into the news cycle. When the U.S. partnered with Israel to attack Iran, I was reminded of a December 1971 article published in U.S. News & World Report. It was an interview...
Portfolio Managers’ Brief: March 2026
March reinforced the market shift we discussed last month toward greater selectivity, but added a new variable as geopolitical tensions escalated following Operation Epic Fury.
This triggered a spike in oil prices, a shift lower in interest rate expectations, and a short-term increase in market volatility.
Markets pulled back as investors questioned whether this was the start of a broader sell-off or simply temporary volatility.
Portfolio Managers’ Brief: February 2026
February 2026 Key Takeaways
The Starting Point
Markets entered January with three dominant assumptions: rate cuts were coming, AI would continue to lead, and safe-haven assets remained in favor.
January tested how durable those assumptions were when confronted with stronger economic data, shifting policy expectations, and crowded positioning.
Market Performance Snapshot
Canadian and U.S. markets finished 2025 with strong returns.
Early 2026 performance reflects a more mixed and selective environment.
Leadership is no longer broad-based, particularly within technology.
Rates: Expectations Were Repriced
Croft Financial Group Appoints Nathalia Junqui CFO
We are excited to share an important management update! Effective immediately, Nathalia Junqui has been appointed Chief Financial Officer of the Croft Financial Group (CFG). Nathalia moves into this new role from her position as Group Controller, bringing...
The Golden Age?
Calling 2025 a “good year” for gold would be a considerable understatement. It was more a full‑blown victory parade. Up more than 60% year over year, cracking fifty all‑time new highs in the process, gold is more expensive (inflation‑adjusted) than at almost any...
