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Credit, Capital Markets, and What’s Next

Credit, Capital Markets, and What’s Next

Credit, Capital Markets, and What’s Next
They discuss how Canadian banks delivered stronger returns than their U.S. peers, how U.S. investment banks benefited from revived deal flow and market volatility, and where insurers diverged.

Consume Staples and Healthcare

Consume Staples and Healthcare

Consumer Staples and Healthcare
The discussion highlights key fundamentals, such as steady revenue growth, strong return on equity, and rising dividends, that reinforce the value of owning high-quality businesses in uncertain times.

Industrials on the Rise: Defence Spending and Market Impact

Industrials on the Rise: Defence Spending and Market Impact

Industrials on the Rise: Defence Spending and Market Impact
Examine the industrials sector through the lens of rising global defence spending. With shifting geopolitical priorities, NATO’s renewed commitments, and evolving U.S. strategies, defence contractors are entering a multi-year investment cycle.

Credit, Capital Markets, and What’s Next

How Financials Weathered Tariff Turbulence

How Financials Weathered Tariff Turbulence
The discussion examines why Canadian banks experienced muted earnings due to credit loss provisions, how U.S. financials performed amid ongoing tariff pressures, and why insurance has been a standout performer.

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