Articles
May 28, 2026
Are Markets Ignoring Risk?
Investors today are navigating an extraordinary amount of uncertainty.
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Articles
May 21, 2026
When Gas Was 7 Cents a Litre
I was recently on a call with a client when we started reminiscing about the “good old days” when gas cost 7 cents a litre.
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Articles
May 15, 2026
When “Higher for Longer” Becomes the Base Case
This week’s U.S. inflation data reminded investors that the path toward lower interest rates may be slower than hoped.
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Articles
May 7, 2026
What Earnings Season Is Telling Us
The weather over the past couple of weeks has been spectacular and, in many ways, so has earnings season and the markets.
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Articles
May 1, 2026
Central Banks Hold, But the Message Tightens
Central banks are signalling discipline over urgency.
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Articles
April 24, 2026
Is Earnings Season Taking Center Stage?
Markets continue to hold near recent highs, extending a steady recovery since the late March lows.
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