Last Month in the Markets: September 1 – 30, 2026 Last Quarter in the Markets: July 1 – September 30, 2026 What Happened in September ? September was a disappointing month for equity investors with significant exposure to North American markets. However, when viewed over the broader third quarter, investment returns were more favourable. The…
Last Month in the Markets: August 3 – 31, 2026 What Happened in August? August marked the first month in more than two years in which all major indices in our market overview finished in positive territory. Despite several potential economic headwinds, North American equity markets and the All-Country World Index moved higher. In Canada,…
Last Month in the Markets: July 1 – 31, 2026 What Happened in July? As many anticipated, the conflict between the United States and Iran continued to dominate political and economic headlines throughout July and remained a significant influence on global financial markets. On July 8, President Trump declared the ceasefire over following renewed military…
Last Month in the Markets: June 1 – 30, 2026 Last Quarter and First Half of 2026 What Happened in June? The conflicts in the Middle East, including tensions involving the United States and Iran, as well as Israel, Gaza, Lebanon, and other regional groups, continued to influence capital markets around the world. Concerns surrounding…
The following article reflects the personal opinions of the author and is intended for educational purposes only. It should not be considered investment advice or a recommendation regarding any security. Every few years, the market finds a new story. In 2018 it was cannabis. In 2020 it was electric vehicles, SPACs, and work-from-home stocks. Then…
Last Month in the Markets: May 1– 29, 2026 What Happened in May? Just prior to the start of May, the Bank of Canada, the U.S. Federal Reserve, and the European Central Bank all held interest rates steady as rising inflation, driven by higher energy prices, began to take hold. Markets, along with President Trump,…
Last Month in the Markets: April 1 – 30, 2026 What happened in April? The market results of last month belie the political, humanitarian, and military turmoil occupying most people’s attention. North American equity indexes rose between 3.5% and 15% during April. This performance brought all U.S. indexes back into positive territory for year-to-date performance….
Last Month in the Markets: March 2 – 31, 2026 What happened in March? Nearly every market move was controlled, or at least heavily influenced, by the U.S. attack on Iran that began at the end of February. Two days of conflict preceded the opening of trading on March 2, and the war continued unabated through…
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