INSIGHTS & NEWS
Q1 2026 BIM Review
1Q26 | PULLING BACK FROM THE BRINK TO CRAFT ANOTHER PATH FORWARD
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INVESTMENT ENVIRONMENT Economic momentum tested by AI disruption, volatility in private credit, and conflict in the Middle East. Ceasefire provides a platform for optimism to resume. |
EQUITY MARKETS Agentic AI disruption fears spurred rotation from software to cyclical sectors. Canada may help reduce trading partners’ |
FIXED INCOME MARKETS Calmness in bond markets upset by the rise in geopolitical tensions. Fed Chair Powell stated an inclination to look through near-term energy spikes. |
