Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.

Key dates, issues and other information we’re watching, and sharing with clients

Investors remain starkly divided over where the economy is headed with a significant number fearing a sharp downturn to come. The data we’re seeing right now however point toward an inflation-lowering scenario that doesn’t break the economy.

Europe is entering a major defence spending upcycle. We favour one company in particular with sales set to double between 2021 to 2026, with profit growing significantly more than this.

Key dates, issues and other miscellaneous information we’re watching, and sharing with clients. You’ll also find below noteworthy articles, reports and other writings that caught our eye this month.

Key dates, issues and other miscellaneous information we’re watching, and sharing with clients. You’ll also find below noteworthy articles, reports and other writings that caught our eye this month.

European stocks have rallied since October, benefiting from easing concern over energy supplies and fears of a deep, war-induced recession.

Q4 2022 Webinar by JCIC Asset Management Inc.

May 2022 Special Commentary

A chat with our U.S Specialist Cameron Scrivens