What’s New

Global Monthly Insight May 2026

Midterms, the market, and what's new- The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might—or might not—be suggesting for this year and next.

• Global Equity: Was that all there was? The outlook for equity markets, already faced with the historical challenges of a midterm election year, is now additionally dependent on how soon the Strait of Hormuz can reopen.

• Global Fixed Income: Central banks have seen enough – After biding their time, we now see some major global central banks pivoting to rate hikes in the months ahead.

• US Recession Scorecard: A more constructive picture - After years of slowly edging toward a recessionary Red complexion, the Scorecard looks to have reversed course and is slowly shifting toward expansionary Green, a positive for the equities outlook.

To read the full article, click here.

Estate Planning Guide: Plan for tomorrow – today – It’s never too early to start thinking about your estate and putting a plan in place. It goes beyond your Will, and includes Power of Attorney, beneficiary designations, and planning for "what if" scenarios.

To view our full estate planning guide, click here.

The George Davis Report: May 2026 Edition – Don’t miss this month’s edition of the George Davis Report, where George where George provides an in-depth analysis of RBC’s economic forecasts, Bank of Canada expectations and the outlook for the Canadian dollar.

To access this informative report, please click here.

In Case You Missed It

2026 TFSA Contribution – The Canada Revenue Agency has announced that the TFSA contribution limit for 2026 will be $7000. We will contact you earlier in 2026 to confirm your contribution. If you removed funds from your TFSA in any previous year, you may be eligible for re-payment of the funds received from your plan. Please contact CRA or your tax professional to confirm your total contribution amount.

If you have a friend or family member who may benefit from our specialized investment approach, please let us know. We would be happy to provide a complimentary, confidential assessment of their current investment portfolio.