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.

Q4 2025 Investment Report: JCIC reviews a banner year and our 13.4% Balanced Fund return. CIO Kai Lam breaks down the 2026 outlook, AI productivity, and why earnings will drive the year ahead.

A brief summary and analysis of the federal budget by Kai Lam.

Extremely strong performance in Q3 of 2025.

Markets prove to be resilient despite the headlines.

A performance report as we approach the summer months.

The five-week campaign gave us plenty to consider. But what happens next?

The purpose of this report is to provide a review of our investment performance over the first three months of this year. Given the dramatic nature of the market activity in the first week of April, we will also include that.

We are pleased to announce that JCIC achieved strong returns for our clients in 2024. Kai Lam, our Chief Investment Officer provides this detailed report.

The third quarter of this year (July, August, and September 2024) provided a powerful reminder that all markets are international: Actions by governments and companies on the other side of the world directly impact our strategy and our results.

The Canadian Central Bank has cut interest rates and we expect further cuts this year and next. This gives us some appealing options moving forward.

Q1 of 2024 saw promising returns, but are we in a bubble? In short, no. The underlying metrics are strong and stable.