Does your portfolio have an umbrella? Our Q3 2026 outlook explores record-high stocks, rising bond yields and AI-driven growth.

We are approaching the end of the "dog days of summer," a period traditionally associated with the hottest days of the year. On financial markets, July was a reminder that strong fundamentals do not always translate into a smooth performance.

Navigate June's mixed markets with insights on oil, inflation, and investment opportunities.

Markets rose in May on earnings and AI optimism, but narrow leadership, geopolitical risks, and higher rates keep volatility elevated.

Stock markets rebounded strongly in April after weakening in March. The S&P/TSX Composite Index gained 3.7% during the month, helped by strength in the industrial and technology sectors and by strong corporate earnings.

Markets pulled back sharply in March as geopolitical tensions and rising oil prices weighed on stocks and bonds—but this isn’t a repeat of 2022. Learn why today’s higher rates, cooler inflation, and different policy backdrop change the outlook, even amid renewed volatility.