“You Retire Once… I Help People Retire Everyday”
The start of 2026 has brought no shortage of headlines for investors. From escalating geopolitical tensions in the Middle East to developments in global trade policy and energy markets, the news cycle has been moving quickly. Naturally, many investors are wondering what these events might mean for financial markets and their portfolios.
That’s exactly why I publish my Monthly Market Perspectives—to step back from the noise and provide context around what is really happening beneath the surface of markets.
Despite the dramatic headlines, global markets have remained relatively resilient so farthis year. Through the end of February, equities have posted modest gains overall, although leadership within markets has shifted quite significantly. Canadian and international equities have outperformed U.S. stocks in recent months, highlighting the evolving nature of global market leadership.
Periods of geopolitical tension can create short-term volatility, but history shows that markets have faced many similar events before. While markets often react quickly to uncertainty, they tend to recover faster than many expect once clarity begins to emerge.
For long-term investors, the most important principles remain unchanged: maintaining diversified portfolios, focusing on high-quality investments, and staying disciplined through periods of uncertainty.
In this month’s Market Perspectives, I break down the latest geopolitical developments, keyeconomic trends, and what investors should be watching in the months ahead.
Read the full March edition of 'Market Perspectives' by clicking the link below to learn more. 📈
As always, if you have questions about how these developments may impact your portfolio, please don’t hesitate to reach out.
Thanks for reading. AP
