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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Articles
April 17, 2026
Markets Move Ahead of the Narrative – Again
Over the past two weeks, markets have done what they often do: move ahead of the narrative.
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Articles
April 9, 2026
Markets on Edge: Ceasefire Brings Relief – Or Is This Just a Pause?
After nearly six weeks of escalating conflict, markets finally received a headline they’ve been waiting for: a preliminary ceasefire.
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Articles
April 3, 2026
Markets Are Reacting to Inflation, but Missing the Point
The dominant headline this week has been the return of rising inflation.
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News & Media
March 31, 2026
Navigating Volatility: Positioning Portfolios in Today’s Market
Wes Ashton shares his outlook with Asset TV on today’s market environment.
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Articles
March 26, 2026
Is Discipline Still Rewarded in Volatile Markets?
Volatility is normal. Perspective is powerful.
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Articles
March 22, 2026
The Defensive Trade: What Has Been Happening to Start 2026?
Growing economic uncertainty, rising geopolitical risk and persistent trade and policy tensions are driving a shift toward more defensive positioning across markets.
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