We hope the new year is off to a good start. Before looking at 2026, we would like to review the year that was. In 2025, U.S. politics dominated the headlines. Tariffs were introduced and volatility in financial markets ensued as investors struggled to fully comprehend their potential impact. The leadership in Canada also changed,… Read More
The You First Blog
We hope you’ve enjoyed a relatively pleasant, warm and dry September. As we’re now in the final few months of the year, we would like to provide a recap of notable happenings in Q3 (July – September) as well as a 2025-to-date update. Economy -In 2025, institutional investors have largely centered their attention on President… Read More
We hope you’re having a wonderful summer! The first half of 2025 is over, and the major investment story that Canadian investors will remember is the soap operatic trade discussions between the U.S., Canada and the rest of world. Q2 2025 began with equity indexes plunging on the heels of the April 2 U.S. announcement… Read More
As we head into a new year, it’s hard not to see echoes of the past. In 2025, the United States will have a new president, though he’s a familiar face. Markets have rallied in anticipation of the incoming administration and its proposed economic policies, much like they did following the 2016 election. The U.S…. Read More
The U.S. election was held on Tuesday, November 6 and Donald Trump won the race for the presidency, defeating Vice President Kamala Harris to earn a second term in the White House. The Republican party also won the Senate and the U.S. House of Representatives. Equity markets reacted favourably to the news, with the Dow… Read More
After an aggressive rate hiking cycle in both Canada in the United States during 2022, inflation data showed that the rate hikes have been effective. After peaking in the ~9% range, inflation has come down significantly and the Bank of Canada announced recently that inflation is now back at it’s 2% mandated target. The Bank… Read More