Perspectives

There is a problem with viewing Canada as having little leverage in a trade dispute with the United States: the economic relationship between our two countries is far more complicated—and far more important to both countries—than their relative economic size might suggest.

Markets are back near all-time highs, which naturally makes people nervous. But I actually think the market looks healthier today than it did a month or two ago.

L’une des plus grandes nouvelles en matière d’investissement cet été ne se trouvait pas à la une ; en fait, elle a à peine été mentionnée dans les médias traditionnels. Il s’agissait de quelqu’un qui avait peut-être raison, mais qui a tout de même perdu.

On July 3rd, I published my Mid-Year Market Review, including what I called my "Bold Predictions” as they are contrarian to the market consensus.

Many investors entered the year heavily concentrated in the Magnificent Seven (Apple, Microsoft, NVIDIA, Amazon, Alphabet Meta, Tesla) but so far, these stocks have significantly underperformed the other 493 companies in the S&P 500. For anyone with a diversified portfolio like we do, this has actually been a positive development.

Mark Ting sits down with Vancouver realtor Matt Scalena to break down the current state of the local real estate market, from the condo glut and slowing sales volume to where the opportunities lie for buyers and sellers heading into the second half of 2026.

Markets are on track to finish higher despite a week of dramatic headlines and sharp swings. In this week's update, we discuss why strong employment data sparked volatility, how we used market pullbacks to selectively add value, and why the upcoming wave of IPOs may be contributing to recent turbulence. Plus, our thoughts on the highly anticipated SpaceX IPO—and why we're likely staying on the sidelines.

Markets are focused on inflation. The bigger question may be whether governments can afford the interest rates needed to fight it.

Amid growing debate around AI valuations, a clearer lens is emerging: this isn’t just hype, it’s a complex, evolving wave. From market volatility to energy infrastructure and long-term deflationary forces, here’s how to think about what’s really driving the AI economy.

The market is climbing but not without hesitation. As investors navigate geopolitical uncertainty and the next phase of the AI boom, the real opportunities may lie beyond the obvious. Here’s how we’re thinking about risk, resilience, and where capital is flowing next