Watch Maili\u2019s Interview on BNN Bloomberg<\/a><\/p>\n <\/p>\n
Key highlights from the discussion:<\/strong><\/p>\n\n- Markets remain resilient<\/strong> despite ongoing geopolitical tensions, with equities near all-time highs<\/li>\n
- Strong corporate earnings<\/strong> continue to support markets, particularly driven by large technology companies and AI-related investment<\/li>\n
- Elevated valuations and rising interest rates<\/strong> are important risks to monitor, especially as the U.S. 10-year bond yield approaches 5%<\/li>\n
- Consumer sentiment remains weak<\/strong>, near levels seen during past economic downturns<\/li>\n
- AI capital spending continues at a rapid pace<\/strong>, with markets watching closely for signs that the significant capital being invested translates into real long-term returns.<\/li>\n
- Bond markets are signal<\/span>ling caution<\/strong>, with inflation and rising oil prices limiting room for interest rate cuts<\/li>\n
- Corporate debt refinancing<\/strong> is an emerging risk, as companies face higher borrowing costs<\/li>\n
- Opportunity exists in Canada<\/strong>, where increased investment in resources and infrastructure may support growth<\/li>\n<\/ul>\n
Bottom line:<\/strong><\/p>\nWhile markets are supported by strong earnings and innovation, there are clear risks on the horizon. Maintaining a diversified, long-term investment approach remains key.<\/p>\n
As always, we remain present, focused and prepared to adjust to what lies ahead.<\/p>\n
![\"Maili](\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2026\/06\/Maili-on-BNN-300x169.png\")
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