A review of the week's top global economic and capital markets news.
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Federal Budget 2026
November 05, 2026
A key focus was investing in businesses. The budget also included a new capital gains exemption, the creation of Canada's first sovereign wealth fund and proposals to consolidate RRSP and RRIF rules.
The U.S.–Iran conflict: How geopolitical shifts are rewriting the investment playbook
August 07, 2026
As geopolitics reshapes capital spending and fiscal priorities, portfolio construction must evolve.
Mid-year update: Key themes for 2026
July 13, 2026
From interest rates and AI to geopolitics and dispersion. Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., looks at where markets could be headed for the rest of 2026.
Market and investment implications of escalating tensions in the Middle East
March 04, 2026
Multi-Asset Solutions at SLGI Asset Management Inc., shares their views on Iran situation.
Q4 2025 | Market Update
February 06, 2026
Relative opportunities outside the U.S. widened over the quarter as monetary policy paths diverged and a weaker U.S. dollar helped non‑USD returns.
Federal Budget 2025
November 04, 2025
No changes to tax rates but diverse measures like updated rules for registered accounts investing in small businesses and the removal of the Underused Housing Tax (UHT).
Q2 2025 | Market Update
August 01, 2025
Despite ongoing concerns about tariffs and geopolitical risks, markets rebounded by the end of Q2, with key indexes near or above all-time highs.
Q1 2025 | Market Update
April 29, 2025
2025 started relatively calmly. But sentiment shifted drastically in early April following the U.S. administration’s April 2 (Liberation Day) announcements on steep tariffs, targeting countries across the world. This sparked extreme short-term volatility – on both the up and downside - for stocks and bonds.
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