Q2 2026 Quarterly Investment Report

For the Quarter Ended June 30, 2026. Prepared by the Chief Investment Officer

High-profile IPOs can attract massive demand, limited supply, and sharp price swings. Here’s what the SpaceX IPO may teach investors as markets look ahead to expected AI IPOs from OpenAI and Anthropic.

Some industry news to consider.

ESG stands for environmental, social and governance. Learn how ESG factors can affect a company’s risks, opportunities and long-term value—and how ESG differs from socially responsible and impact investing.

Understanding ‘sequencing of returns risk,’ can help retirees and near-retirees make smarter, calmer financial decisions.

JCIC Chief Investment Officer Kai Lam joined BNN Bloomberg on May 26th to highlight three stocks he is bullish on right now, starting with a company that tests microchips.

Retirement does not have to be all-or-nothing.

JCIC President Cameron Scrivens explored the direct intersection between physical commodities and digital innovation, touching on Freeport-McMoRan and Alphabet.

Learn how an individual pension plan can reduce taxable corporate income and help business owners save more for retirement as we answer clients’ most frequently asked questions.

Navigate the complexities of Q1 2026 with JCIC. CIO Kai Lam analyzes how geopolitical tensions and the AI rotation are reshaping global markets. Discover our strategy for managing energy volatility and finding growth in fixed income and selective equities.

Do you know how much you are paying for investment fees? If you don’t—or you’re not confident that you do—you’re not alone.

Updates to the JCIC online client portal.