Good News! The China vs West Investing Shift is Creating New Opportunities
China vs West investing is becoming the defining theme in global markets. As supply chains, subsidies, and geopolitics collide, investors must understand where opportunities are emerging.
Good News! AI is Accelerating Faster than Expected
Artificial intelligence is accelerating faster than expected. Learn how an AI investing strategy can help position your portfolio for growth while managing risk in a rapidly evolving market.
Good News! In a Global Energy Crisis, North American Holds the Advantage
A global energy crisis is unfolding in 2026, with fuel shortages hitting Europe and Australia while the U.S. emerges as a rare beneficiary. As supply chains strain and energy security takes center stage, investors must rethink where opportunity lies.
Good News! When Countries Choose Growth, Investors Benefit
Poland's rapid economic transformation shows how bold reform can drive decades of growth. For investors, the lesson is clear: policy direction shapes opportunity.
Good News! Canada’s Second Chance in a Global Energy Crisis
A global energy crisis is reshaping markets after the Hormuz disruption. Canada's resources, infrastructure, and strategic position may create major investment opportunities.
If CUSMA collapses, Canada faces recession risks, job losses, and structural economic damage. Here's what the data says - and why investors should care.
Good News! Half a Trillion Dollars is About to Move
Canada is committing over $500 billion to defence by 2035 - but history shows megaprojects rarely deliver on time or on budget. Instead of debating the politics, investors should ask a simpler question: where will the capital actually flow?
Canadian energy and metals sectors have rallied in early 2026. We revisit our contrarian call from November and explain why patience and active management are paying off.
