Fall Insights: Market Updates & Team News
As summer transitions to fall 2026, financial markets face competing headwinds and tailwinds. While Treasury yields have reached near 20-year highs, geopolitical tensions threaten trade and oil markets, and AI growth is decelerating, the underlying corporate earnings outlook remains positive. Companies are expected to deliver strong profit growth through 2027, and market breadth has expanded to new highs.
As summer transitions to fall 2026, financial markets face competing headwinds and tailwinds. While Treasury yields have reached near 20-year highs, geopolitical tensions threaten trade and oil markets, and AI growth is decelerating, the underlying corporate earnings outlook remains positive. Companies are expected to deliver strong profit growth through 2027, and market breadth has expanded to new highs.
Lisa Thompson Family Wealth
September 14, 2026
As summer fades and the back-to-school season arrives, investors face a peculiar paradox: while families settle into autumn routines, financial markets continue to be volatile, with Treasury yields hitting nearly two-decade highs, geopolitical tensions impacting trade and oil markets, and the artificial intelligence boom showing signs of shifting into a slower growth phase. Yet beneath the market noise lies a more grounded corporate earnings outlook as they are forecasting to grow strongly through 2027, market breadth has improved to new highs, and RBC's analysis suggests that while the S&P 500's valuation is somewhat elevated, it remains reasonable given healthy profit growth expectations. As we head into fall, we would like to remind clients to stay disciplined with their long-term plans, as we continue to be positioned defensively Global Insight - August 2026
Introduction to Our New Team Members: Desiree Poulin and Skand Ahluwalia
Desiree Poulin has joined our team as an Associate Wealth Advisor. She has over 10 years of financial planning experience that she brings to the team and holds her Certified Financial Planner (CFP) designation.
Please feel free to reach out to Desiree directly:
• Email: desiree.poulin@rbc.com
• Direct Line: 613-969-6102
Skand Ahluwalia also joined our team as an Investment Associate. Skand will be working closely with the team to support the specialized management of client portfolios. He is currently pursuing the Chartered Financial Analyst Designation (CFA).
Email: skand.ahluwalia@rbc.com
Direct Line: 613-969-6142
In the Community
In August our team volunteered at Gleaners Foodbank (Quinte) to prepare after-school snack packages for children heading back to school. It was a rewarding evening filled with teamwork and laughter as we worked together to support local families facing food insecurity. Every package we prepared represents a tangible contribution to our community, helping ensure children have the nutrition they need to thrive in the classroom.
Beyond our work at Gleaners Foodbank, we remain dedicated to supporting initiatives that matter most to our community—from supporting the Trenton Memorial Hospital Foundation Golf Tournament, to celebrating local agriculture at the Hastings Farm and County Show. These partnerships reflect our belief that lasting community impact comes from sustained engagement and a genuine commitment to the causes that strengthen our region.
