Attacks on Iran have sent ripples through financial markets. The loss of life has been tragic, while it remains unclear how the conflict will be resolved.
Q4 2025 Market Letter
2026-01-12, Mathew Hermary
In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.
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Q3 2025 Market Letter
2025-10-08, Clement Chiang
Revised job reports, rate cuts and unconventional policies have kept investors on their toes, while markets generated annual-sized returns over Q3.
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Q2 2025 Market Letter
2025-07-09, Mathew Hermary
Trade war uncertainty sent global stock markets on a wild ride in Q2, approaching bear market territory before the S&P 500 staged the sharpest recovery on record.
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Q1 2025 Market Letter
2025-04-09, Clement Chiang
Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
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Q4 2024 Market Commentary
2025-01-08, Mathew Hermary
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.