We have now passed the halfway point of 2026. The first six months of the year were shaped by geopolitical tensions, elevated energy prices, and persistent inflationary pressures, creating a challenging backdrop for lower-quality and energy-sensitive assets. Despite these headwinds, equity markets demonstrated remarkable resilience. Performance was supported by strength in energy-related sectors, continued corporate earnings growth,… 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