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The first half of the year is in the books, we are cautiously optimistic about the second half

Baun & Pate Investment Group July 3, 2025 Quarterly Updates

As the dust settles from a bumpy first two quarters of the year, portfolios have traded higher even with the U.S. policy adjustments we have ...

July Market Insights: The Six Months Where Everything Changed

Baun & Pate Investment Group July 8, 2025 Market Insights

Today, that battle rages anew, with the U.S. Federal Reserve at its heart. Martin’s metaphor of the Federal Reserve as a chaperone—removing the punch bowl ...

June Market Insights: The New Nexus of Power

Baun & Pate Investment Group June 10, 2025 Market Insights

For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, ...

May Market Insights: From Hegemony to Balance

Baun & Pate Investment Group May 13, 2025 Market Insights

In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence ...

Canadian Election Special Market Insights: Carney’s Canada

Baun & Pate Investment Group April 30, 2025 Market Insights

Now that the Canadian election is over and Mark Carney has won, the hard part begins. The campaign trail is behind him; the spotlight now ...

Panic hits the markets as Trump tariffs are enacted

Baun & Pate Investment Group April 4, 2025 Quarterly Updates

As the first quarter ended this week, we saw U.S. markets lower from January and Canadian markets slightly higher for the quarter. As mentioned in ...

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.