Recent Posts

AI, Inflation and the Next Phase of Market Growth

Oct 26, 2026 - Blair Setford

Markets hit new highs despite inflation, rising rates and uncertainty. Watch Canada Life Investment Management’s Q3 Our Perspective update for key insights and outlook...

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Echoes of Innovation: Lessons from Past Manias for Today’s AI Boom

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The Golden Dilemma: Valuation, De-dollarization, and What Comes Next

Gold’s surge above US$4,000 has reignited a familiar question: does this mark a new structural era or another cyclical overshoot? The metal’s inflation-adjusted price now sits near historic extremes, a level that in past cycles has been followed by w...

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Canada’s Budget Highlights 2025 - 2026

Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs....

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Gold at US $4,000: What’s Driving It and Where Do We Go From Here?

Gold has surged past US$4,000 per ounce, rising roughly 50% year-to-date. Driven initially by central banks and Chinese demand, this rise has more recently been renewed by investor inflows from Western markets....

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Market Monitor: With Jyotsana Wadera, Putnam Investments

In the following four-minute video, Jyotsana Wadera, Senior Client Portfolio Manager with Putnam Investments, reflects on the evolving market land scape, highlighting several factors contributing to a positive outlook for U.S. equities....

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Market Monitor Video – Jack Manley

In this three-minute video, Jack Manley of J.P. Morgan Asset Management, shares a cautiously optimistic U.S. market outlook, highlighting strong consumer momentum, fiscal stimulus, and underappreciated upside potential amid policy uncertainty....

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Market Monitor: Insights from Leonie MacCaan

In this two-minute video, Leonie MacCaan of Irish Life Investment Managers shares a cautiously optimistic U.S. market outlook, highlighting strong earnings, easing tariffs, and key risks to consider....

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Market Monitor: Insights from Mawer’s David Ragan

In the following three-minute video, David Ragan of Mawer Investment Management shares insights on interest rates, AI infrastructure, and global opportunities in a dynamic investment landscape....

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Positioning for Resilience: A Global Market Perspective

In his Q3 2025 update, Paul Punzo provides his take on equity markets, the economy, and current portfolio positioning for IPC Private Wealth. With a cautious but constructive outlook, Paul is emphasizing quality, earnings resilience, and macro signal...

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