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Portfolio Update – October 2026

Global equity markets were resilient through the third quarter of 2026, supported by strong corporate earnings and a...

October 2026

Portfolio Update – September 2026

Global equity markets have adjusted modestly this month, factoring in inflation concerns amid the continuing conflict in the...

September 2026

Portfolio Update – August 2026

Global equity markets continued to advance in July, reaching new highs and extending the recovery that began at...

August 2026

Portfolio Update – July 2026

Global equity markets have advanced steadily through the first half of 2026, with most major indices posting positive...

July 2026

Portfolio Update – June 2026

Global equity markets have recovered from their first-quarter lows. As of May 29th, the S&P 500 returned 11.8%...

June 2026

Portfolio Update – May 2026

Global equity markets advanced in April, with major indices returning to positive territory despite an environment characterized by...

May 2026

Portfolio Update – April 2026

Energy prices and financial markets continue to adjust to an increasingly uncertain geopolitical backdrop following the escalation of...

April 2026

Portfolio Update – March 2026

Middle-East Conflict Over the past several months, we have highlighted that elevated valuations and aggressive earnings estimates across...

March 2026

Portfolio Update – February 2026

Global equity markets began the year on a positive note, with major indices advancing despite intermittent volatility. While...

February 2026

Portfolio Update – December 2025

Global equity markets have delivered a strong run over the past eleven months. As we approach year-end, major...

December 2025

Portfolio Update – November 2025

The beginning of the fourth quarter saw continued strength across global equity markets, with major indices reaching new...

November 2025

Portfolio Update – October 2025

Global equity markets continued to hit new highs in September, supported by resilient corporate earnings and central bank...

October 2025

Portfolio Update – September 2025

Global equity markets extended their rebounds from April lows, reaching new all-time highs in August. Year-to-date, the MSCI...

September 2025

Portfolio Update – August 2025

Improved investor sentiment and stronger-than-expected corporate earnings propelled global equity markets to new highs in July. This followed...

August 2025

Portfolio Update – July 2025

Recent market performance has been shaped by uncertainty around tariff policy and rising geopolitical tensions. While trade concerns...

July 2025

Portfolio Update – June 2025

Although global trade tensions have eased in recent weeks, as the Trump administration walked back several previously announced...

June 2025

Portfolio Update – May 2025

Global equity markets continue to exhibit elevated volatility. While some areas of the market have already begun to...

May 2025

Portfolio Update – April 2025

Global equity markets experienced a marked increase in volatility over the past month as investors reacted to escalating...

April 2025

Portfolio Update – March 2025

As of the time of writing, the Trump administration initially moved forward with broad-based 25% tariffs on imports...

March 2025

Portfolio Update – February 2025

After months of rhetoric and speculation regarding U.S. tariffs on imports from Canada, Mexico, and China, President Trump...

February 2025

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Invest in Canada

September 2021