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Our Insights, Blogs
& Publications

Market Pulse September 2026 Thumbnail

Market Pulse September 2026

Canadian equities gave back some ground after a strong run earlier in the year, as the S&P/TSX Composite declined approximately 2.9% on a price-return basis. The Canadian economy, however, held up reasonably well.

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Market Pulse August 2026 Thumbnail

Market Pulse August 2026

AI, rising yields, trade tensions, and market volatility: explore what drove August markets and what investors should watch.

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Keeping It Real: What Real Assets Bring to a Portfolio Thumbnail

Keeping It Real: What Real Assets Bring to a Portfolio

In this edition of Friday 5, we are pleased to welcome Frank Maeba, Managing Director and Senior Portfolio Manager at Neuberger Berman. In this discussion, Frank breaks down what real assets are and how they differ from traditional stocks and bonds, before exploring why they are gaining increased attention in today’s environment.

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Market Pulse July 2026 Thumbnail

Market Pulse July 2026

We are approaching the end of the "dog days of summer," a period traditionally associated with the hottest days of the year. On financial markets, July was a reminder that strong fundamentals do not always translate into a smooth performance.

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Q2: A positive, if uneven, quarter Thumbnail

Q2: A positive, if uneven, quarter

Equity markets in Q2 2026 delivered a generally positive, but uneven, performance across regions, shaped by resilient earnings growth, the ongoing AI-driven investment cycle, and elevated geopolitical risks.

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Market Pulse May 2026 Thumbnail

Market Pulse May 2026

Markets rose in May on earnings and AI optimism, but narrow leadership, geopolitical risks, and higher rates keep volatility elevated.

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Market Pulse April 2026 Thumbnail

Market Pulse April 2026

Stock markets rebounded strongly in April after weakening in March. The S&P/TSX Composite Index gained 3.7% during the month, helped by strength in the industrial and technology sectors and by strong corporate earnings.

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Canada’s Spring Economic Update 2026 Thumbnail

Canada’s Spring Economic Update 2026

The spring economic update outlines several proposed changes affecting workers, home buyers, people with disabilities, and business owners. Below is a summary of selected measures that may be relevant for investors in the coming years.

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Market Pulse March 2026  Thumbnail

Market Pulse March 2026

Markets pulled back sharply in March as geopolitical tensions and rising oil prices weighed on stocks and bonds—but this isn’t a repeat of 2022. Learn why today’s higher rates, cooler inflation, and different policy backdrop change the outlook, even amid renewed volatility.

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