What does the recent U.S. Supreme Court decision on tariffs mean to investors? Philip Petursson, Chief Investment Strategist, IG Wealth Management, says despite the attention-grabbing headlines, the core components of trade policy remain unchanged. Philip says the bigger story is about growing uncertainty and shifting market leadership. He explores how global markets, inflation and portfolio positioning may be affected, and shares some things to keep an eye on as trade policy enters a new phase.

AI is having two seemingly contradictory effects on the markets, says Ashish Utarid, Assistant Vice-President, Investment Strategy, IG Wealth Management. AI’s spending and projects are real, and the investment amounts are stratospheric. At the same time, AI is disrupting today’s reality, and the market is already pricing in that disruption before it’s even had a chance to affect companies’ balance sheets. Ashish explains what this means for the markets and investors.

Philip Petursson, Chief Investment Strategist, IG Wealth Management examines the shifting roles of gold and bitcoin in the modern financial environment. He offers a thorough look at why gold continues to serve as a premier safe-haven asset during global turmoil, while bitcoin struggles with its identity. He also examines the gold-to-silver ratio and the evolving nature of risk appetite.

Philip Petursson, Chief Investment Strategist, IG Wealth Management, examines a significant juncture for global markets: the Bank of Canada’s wait-and-see stance, the U.S. Federal Reserve’s likely policies during a leadership transition and a noticeable correction in precious metals. He explores how evolving signals from central banks, currency changes and valuation adjustments are influencing investor sentiment.

While central banks have chosen to maintain their current stance, underlying uncertainty remains a significant factor. Ashish Utarid, Assistant Vice-President, Investment Strategy, IG Wealth Management, looks at the recent decisions by the Bank of Canada and the U.S. Federal Reserve and highlights why interest rates are no longer the dominant force in the markets. He says that growth, trade disputes, currency fluctuations and geopolitics are likely to prompt the markets’ next big moves.

Philip Petursson, Chief Investment Strategist at IG Wealth Management, discusses the rise in market volatility and the headlines capturing attention in early 2026. He examines the effects of recent geopolitical and policy developments — from new trade disputes to questions about the independence of the U.S. Federal Reserve — on investor confidence.

Philip Petursson, Chief Investment Strategist at IG Wealth Management, explores the remarkable acceleration in U.S. economic growth, as shown by the Atlanta Fed’s GDPNow model. Philip uncovers the roles of trade, fiscal stimulus and regulatory credit easing, while examining the tension between robust GDP figures and a cooling labour market.

Philip Petursson, Chief Investment Strategist at IG Wealth Management, returns with a timely breakdown of the latest U.S. tariff developments and their broader economic consequences. He explains how tariff hikes on Canadian and Chinese imports were far lower than expected and why the most hopeful outcomes for tariffs might not lead to straightforward gains. Philip provides scenarios of how tariffs, inflation and monetary policy are shaping the investment outlook for 2026.