As the Iran conflict continues, the discussion concerning oil prices has been constant. This is for good reason and a client asked why the equity market seems to move in the opposite direction of oil prices. As we’ve written about in past weeks, given the location of Iran near the Strait of Hormuz (where a […]

There has been a lot of news coverage concerning private credit in recent weeks, prompting a client to ask what is happening with this asset class. What is private credit? If you think about a company borrowing money/taking out a loan (ie: credit), you likely think first of them obtaining those funds from a bank. […]

It’s been a stressful few days from a geopolitical perspective given the US and Israel invasion of Iran and the subsequent retaliation and carry-on effects. Without a doubt, there are countless reasons to be concerned from a humanitarian perspective. A client reached out over the weekend and asked how to think about this conflict from […]

As we’ve discussed every week thus far in 2026, it has been a wild start to the year as far as markets and the economy are concerned. This is leading to all sorts of new topics coming to the surface. A client asked about one of these subjects this week – Sector Rotation. What are […]

As we approach the end of 2025, I had a good discussion with clients about returns and various ways to evaluate them. I thought it would be a helpful discussion to share This picture is the perfect one to summarize the concept of market returns and how to evaluate returns. As the famous saying goes […]

A major business transaction has been in the news the past week – namely the proposed acquisition of Warner Brothers Discovery by Netflix. This transaction has quickly turned into a real-life movie with plenty of drama and suspense in the days since it was announced (spoiler alert – this is likely to continue for months […]

For years (perhaps decades), the US market has consistently outperformed US markets. US stocks represent over 60% of global equities and one US company (Nvidia) now has a market cap that exceeds the value of the entire Canadian and UK stock markets. However, a quick glance at global market performance in 2025 shows a changing […]

A client reached out with a question on a line in an article released after Wednesday’s Fed meeting – asking what a certain sentence was saying. Here was the quote: The Fed said it would soon end a 3 year effort to reduce the size of its $6.6 trillion balance sheet in a bid to […]

In today’s investing environment, it seems as though there is a constant effort to offer new and attention-grabbing products to investors. No longer are investors limited to a few simple large blend equity mutual funds or index tracking Exchange Traded Funds. There is a seemingly endless menu of investment options – some of which may […]

I talked with a client this week about things to consider as interest rates being to move lower after the Fed’s first cut in 2025. Here’s a quick recap of what we discussed. Note: It’s important to remember that many of these actions were taken months ago for our clients as we anticipated that rate […]