Share This Post Today! Rising yields are reshaping the outlook for bonds, while gold’s correction and a narrow, AI-led rally raise questions about the market’s underlying strength. The team examines market breadth, shifting rate expectations, and what these trends could mean across equities and other asset classes. This discussion [...]
Cenovus, Athabasca, Mergers, ATCO, Emera, North American utility providers, Oil, WTI-Brent spread, Yield curve, Interest rates, Bond Fund, Treasuries, FED. Monetary policy
Click here for the PDF: The Monthly September 2026 With this commentary, we plan to communicate with you every month about our thoughts on the markets, some snapshots of metrics, a section on behavioral investing and finally an update on MacNicol & Associates Asset Management (MAAM). We hope you enjoy this information, and it [...]
Share This Post Today! In this market update, the team examines why strong headline index performance may be masking broader market weakness. They discuss AI company valuations and deal activity, narrowing market breadth, the influence of mega-cap stocks, rising Treasury yields, a stronger U.S. dollar, and the outlook [...]
Share This Post Today! In this episode, we provide an update on our hedge fund, discuss the outlook for emerging markets, and preview our new debt fund. Join us for a focused conversation on these key areas and the developments informing our current perspective. This discussion is for [...]
China, Xi, Trump, Trade deal, Beta, Breadth, S&P 500, McDonalds, Private credit, Debt fund, Diversification, Redemptions, Nvidia, OpenAI, Investment strategists
Share This Post Today! This episode covers the latest market updates, economic indicators, and insights into the Federal Reserve's actions. This discussion is for informational purposes only and does not constitute investment advice.
Bitcoin, Clarity Act, FED, Inflation, Kevin Warsh, Energy prices, Interest rates, Elon Musk, SpaceX, Tesla, M&A, Rare earth metals, Government spending, China
Share This Post Today! In this episode, we explore macroeconomic trends, market signals, and investment strategies amid current globaal uncertainties. Our experts discuss the impact of geopolitical events, interest rates, and sector rotations on investment decisions. This discussion is for informational purposes only and does not constitute investment advice. [...]
Arc Resources, M&A, Inflation, Oil stocks, Canadian oil and gas, Interest rates, Shell stock, Qualcomm, Apple, Amazon, Nvidia, FED, Bank of Canada, CPI release
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