Newsletter

July 21, 2026

Quarter 2, 2026

Second Quarter Commentary 2026 From Conflict to Calm: Markets Find Their Footing “After a storm comes a calm.” The 17th-century writer Matthew Henry meant it as an observation…

Read newsletter →

April 19, 2026

Quarter 1, 2026

“The strong do what they can, and the weak suffer what they must.” Thucydides wrote those words 2,400 years ago about the Peloponnesian War. In the first quarter…

Read newsletter →

January 26, 2026

Quarter 4, 2025

Easing Interest Rates and Steady Portfolio Discipline Executive Summary Central banks in Canada and the United States took action to ease interest rates while global economic growth remained…

Read newsletter →

October 26, 2025

Quarter 3, 2025

Steady Steps in Uncertain Times Executive Summary Interest rates nudged lower in Canada and the United States, global economic growth was positive but uneven, and commodity prices swung.…

Read newsletter →

July 13, 2025

Quarter 2, 2025

Clarity and Confidence amid Global Uncertainty Bank of Canada stays cautious but proactive While inflation remains slightly above target, steady employment and consumer spending allowed the Bank to…

Read newsletter →

April 28, 2025

Quarter 1, 2025

Investment Report: Navigating Current Market Volatility April 7, 2025 Executive Summary The current financial landscape is marked by heightened uncertainty and volatility, primarily driven by aggressive trade policies…

Read newsletter →