Canadian Equities Q3 2025 скачать в хорошем качестве

Canadian Equities Q3 2025

Despite U.S. tariff headlines and ongoing geopolitical conflicts, global stock markets posted a very strong third quarter. In this update, we dive into the impressive performance of our Canadian equity strategies and what's driving returns. Key Highlights: • Why strong Q2 earnings, tame inflation, and rate cut expectations pushed markets to all-time highs. • How gold and silver rallies provided a tailwind for our funds. • The impact of Bank of Canada rate cuts on small and mid-cap companies. Portfolio Positioning: We added 7 new companies across both funds this quarter, staying disciplined in seeking stable, fairly-priced businesses and undervalued small-caps with near-term inflection points. Looking Ahead: Three reasons we remain optimistic: central banks are cutting rates, government spending may offset tariff impacts, and Canadian stocks remain attractively valued versus other developed markets. While a minor pullback is possible as markets consolidate gains, we'd view any dip as a buying opportunity for long-term investors.