A review of the week's top global economic and capital markets news.
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.
Q4 2024 | Market Update
January 08, 2025
The S&P 500 climbed over 60% for the two-year period between 2023 and 2024, the best in a quarter century. But it turned volatile in early 2025. While markets have concerns over the future of interest rate cuts from the Fed, we are tactically bullish on equities as earnings growth broadens amid a resilient U.S. economy.
U.S. election insights
November 05, 2024
History shows that markets do favour a divided U.S. government as a way to moderate any extreme policy tilts or spending plans.
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