Q1 2026 Market Review
Hello and welcome. My name is Benoit Poliquin. I’m the founder of Exponent Investment Management and one of the portfolio managers. You’re watching our first
Hello and welcome. My name is Benoit Poliquin. I’m the founder of Exponent Investment Management and one of the portfolio managers. You’re watching our first
Overview In our fourth-quarter 2025 review, we reflect on a year that surprised many investors — particularly in Canada — and highlight what continues to
Market Overview Over the past three years, equity markets have delivered returns well above historical averages (6–10%), suggesting that some giveback or consolidation is likely.
Overview: Strong Headline Numbers, But a Narrow Rally The second quarter of 2025 delivered solid returns across major equity indices—but digging deeper reveals a market
Overview As we wrap up the first quarter of 2025, it’s clear that the market is experiencing a phase of mean reversion. While technology-led U.S.
The past year brought exceptional returns across several indices, with Canada’s TSX delivering 21.7%, the S&P 500 achieving 35.7% in Canadian dollar terms, and the
Download The Performance Summary Table Welcome to our review of the third quarter of 2024. We’re breaking down the major market movements and what it
Canada The Canadian market turned in a firm first-half performance, with a return of 6.1% so far this year. Financial names such as Royal Bank
The first quarter of 2024 was kind to investors. Here are the highlights: Market Performance The global stock markets exhibited strong performance in the first
Video Introduction The current market quarter has been closely watched by investors, with their primary focus on whether the U.S. Federal Reserve (the Fed) would
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